Seeking an experienced AddVantage Specialist to lead end-to-end platform implementations, deconversions, and client support for trust accounting environments. Role involves configuration, data migration, integration support, and delivery of professional services across onboarding and migration engagements.
Key Responsibilities
- Lead AddVantage implementations from discovery through go-live and hypercare
- Execute full deconversion lifecycle including data extraction, validation, reconciliation, and cutover
- Configure trust accounting modules (accounts, parties, beneficiaries, fees, distributions, ticklers, RBAC)
- Support partial deconversions and migrations to third-party platforms
- Build and support system integrations (mobile, WebLink, pricing/data feeds, third-party systems)
- Produce FSDs, configuration workbooks, data mappings, and test scripts
- Facilitate UAT sessions and manage defect resolution through production readiness
- Provide ongoing client support for configuration and BAU issues
Required Experience
- 5+ years AddVantage implementation or trust operations technology experience
- Proven delivery of at least two deconversion projects end-to-end
- Strong knowledge of trust accounting (principal/income, UPIA, fiduciary rules, fee billing)
- Hands-on configuration of trust systems and workflows
- Experience managing multiple concurrent client engagements
- Strong documentation and client-facing skills
Preferred
- Experience with system integrations (mobile banking, WebLink, data providers, etc.)
- Exposure to BPaaS delivery and platform migrations
- Familiarity with trust/wealth platforms (Unity, TrustDesk, Global Plus)
- PMP or equivalent certification