Berwyn, Pennsylvania, United States · On-site
$70k–$80k/yr
About the opportunity! Join a fast-growing team transforming how the wealth and insurance industries connect and operate. At FIDx, we are building innovative technology that powers the Insurance Exchange (iX) platform, e…
Skills: Project Management, Business Process Analysis, Client Relationship Management, User Acceptance Testing, Business Architecture
Berwyn, Pennsylvania, United States • On-site
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The Associate serves as the primary point of contact for Broker Dealer firms to manage the implementation and adoption of the Insurance Exchange platform. They are responsible for executing project tasks, managing client relationships, and coordinating with third-party providers to ensure successful annuity workflows.
A bachelor's degree in Business, Finance, or a related field is required, with a preference for experience in investment operations or project management. Candidates must possess strong analytical skills and proficiency in project management tools like Jira and Monday.com.
Join a fast-growing team transforming how the wealth and insurance industries connect and operate. At FIDx, we are building innovative technology that powers the Insurance Exchange (iX) platform, enabling broker-dealers, insurance carriers, and partners to deliver seamless annuity solutions to advisors and investors. As an Associate, Firm Implementations, you will play a key role in helping firms successfully adopt and expand their use of our platform—working directly with clients, coordinating cross-functional teams, and driving projects that bring new capabilities to life.
This role is ideal for someone who thrives at the intersection of client relationships, technology, and project execution. You’ll collaborate with leading financial institutions, manage multiple implementation workstreams, and help shape how firms integrate and scale their use of iX. If you are highly organized, curious about financial technology, energized by solving complex problems, and passionate about delivering exceptional client experiences, we’d love to hear from you.
We’re looking for proactive, analytical professionals who enjoy working in a collaborative environment and taking ownership of meaningful work. If you’re excited about learning quickly, building trusted client relationships, and contributing to a platform that is modernizing the insurance and wealth ecosystem, this is an opportunity to grow your career while making a real impact.
The Firm Implementations Associate is the primary point of contact for home office personnel of Broker Dealer firms that utilize the Insurance Exchange (iX) platform, is responsible for the successful execution of iX related projects for assigned firms and is accountable to deliver clients a positive platform experience. You will be supporting and managing on-boarding activities and executing project related tasks within multiple workstreams of your assigned firms’ iX implementation. You will develop and foster relationships with iX clients, understand evolving business needs, and recommend ways for firms to grow and streamline their business utilizing our platform. You will likely be managing multiple sets of implementation activities at any given time and must be able to prioritize, track and execute tasks in accordance with project timelines across multiple firms and 3rd party providers. The Firm Implementations Associate must have demonstrated experience in project management, business process analysis, system data flows and/or business architecture. You must be highly organized, be able to prioritize and drive deliverables across multiple projects simultaneously and effectively manage and adjust to evolving client requirements. This role requires a commitment to understanding the features, functionality, and integration points of the IX platform, excellent communication skills, positive attitude, accountability for delivery, and a passion for delivering outstanding customer experiences.
Project Execution
Client Relationship Management
Platform and Industry Expertise:
Benefits:
The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Working extended business hours or weekends will be required on occasion to support code deployments and on-boarding project schedule and deadlines.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay.
Magis Capital Partners LLC, which provides management services to FIDx, is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.
Magis Capital Partners started in 2018 with a mission to launch and grow new businesses in the Financial Advisor Technology sector. Based in the greater Philadelphia area, our firm actively seeks to solve some of the industry’s biggest needs and maximize returns for our investors. We partner with some of the biggest names in the industry to provide groundbreaking solutions.
Offices: 1000 Chesterbrook Blvd, Suite 135, Berwyn, Pennsylvania 19312, US
View all jobs at Magis Capital PartnersMagis Capital Partners started in 2018 with a mission to launch and grow new businesses in the Financial Advisor Technology sector. Based in the greater Philadelphia area, our firm actively seeks to solve some of the industry’s biggest needs and maximize returns for our investors. We partner with some of the biggest names in the industry to provide groundbreaking solutions.
Offices: 1000 Chesterbrook Blvd, Suite 135, Berwyn, Pennsylvania 19312, US
View all jobs at Magis Capital Partners