33Floors

Director – Yardi Investment Management Client Solutions

33Floors

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Lead

About the role

  • Deliver (Hands-On from Day One)
  • Lead complex Yardi Investment Management implementations end-to-end
  • Design and configure solutions across fund structures, investor models, and reporting frameworks
  • Act as lead solution architect and trusted advisor to client stakeholders
  • Establish delivery standards, methodologies, and best practices through direct execution
  • Build and scale a specialist Investment Management consulting team
  • Recruit, mentor, and develop high-caliber Yardi IM professionals
  • Transition delivery from a hands-on model to a team-led delivery model
  • Create repeatable, scalable delivery frameworks
  • Own client engagements from solution design through delivery
  • Act as a trusted advisor to investment, finance, and operational stakeholders
  • Lead solution design across fund structures, entity hierarchies, and investor reporting models
  • Ensure high-quality delivery outcomes and long-term client satisfaction; Support and shape pre-sales engagements, solution design, and scoping
  • Partner with sales to grow the Investment Management pipeline
  • Contribute to pricing strategy and delivery approach
  • Build a sustainable, high-quality Investment Management practice

Requirements

  • Hands-on experience across the Yardi Investment Management Suite and complementary products (Yardi Investment Manager, Yardi Investment Accounting, Yardi Acquisition Manager, Yardi Debt Manager preferred, Yardi Performance Manager preferred)
  • Deep, hands-on experience with Yardi Investment Management and Yardi Investment Accounting
  • Proven implementation experience across core components of the Yardi Investment Management Suite
  • Strong expertise in complex fund structures and entity hierarchies, capital commitments, allocations, and distributions, waterfalls and investor reporting, multi-entity, multi-currency consolidation environments
  • Demonstrated experience leading complex, client-facing implementations
  • Ability to operate in a hands-on delivery capacity while building a practice
  • Experience working directly with senior finance and investment stakeholders
Benefits
  • PTO
  • paid holidays
  • sick time
  • medical/dental/vision coverage
  • life and disability insurance options
  • 401(k) with a 3% Safe Harbor employer contribution
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Yardi Investment ManagementYardi Investment AccountingYardi Acquisition ManagerYardi Debt ManagerYardi Performance Managerfund structuresentity hierarchiescapital commitmentsallocationsdistributions
Soft Skills
leadershipmentoringclient engagementsolution designcommunicationteam buildingproblem-solvingstrategic thinkingcollaborationadaptability