Director – Yardi Investment Management Client Solutions
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Job Description
Director leading Yardi Investment Management implementations with ownership of complex projects. Building and scaling a consulting practice while mentoring Yardi experts in a global environment.
Responsibilities:
- 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
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