The ad says“Deep knowledge of the RIA, broker-dealer, and/or private wealth space — you understand how these firms operate, how advisors think, and what drives adoption of new technology in this industry”
The ad says“5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS”
The ad says“5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS”
The ad says“5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS”
The ad says“5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS”
The ad says“5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS”
The ad says“Deep knowledge of the RIA, broker-dealer, and/or private wealth space — you understand how these firms operate, how advisors think, and what drives adoption of new technology in this industry”
The ad says“Deep knowledge of the RIA, broker-dealer, and/or private wealth space — you understand how these firms operate, how advisors think, and what drives adoption of new technology in this industry”
The ad says“Excellent communicator — able to translate complex product functionality into clear, compelling training and enablement materials for financial advisor audiences”
The ad says“This role requires deep fluency in the wealth management industry”
We are seeking a proven Strategic Accounts Onboarding Manager to personally lead onboarding for our most strategic accounts — and simultaneously build the program, playbooks, and infrastructure that will define how wealth.com scales its onboarding function
This is a dual role: you will be both a practitioner and a builder. On one hand, you will be the primary point of contact for our highest-value enterprise clients — RIAs, broker-dealers, and private wealth firms — delivering a white-glove onboarding experience that sets the tone for long-term partnership
On the other, you will serve as a strategic thought partner to leadership, designing the frameworks, training assets, in-product resources, and playbooks that allow our Onboarding Specialists to execute consistently at scale
Our strategic clients span RIA, BD, and private wealth channels — and this person needs to walk into those conversations with genuine domain expertise, not just a product script
Personally lead onboarding for strategic accounts — RIAs, broker-dealers, and private wealth firms — delivering white-glove experiences that accelerate time-to-value and drive long-term retention
Build and own the onboarding strategy: define the post-sale journey, white-glove service model, tiering framework, and success milestones from kickoff through full adoption
Develop the onboarding infrastructure — playbooks, training assets, in-product resources, client-facing documentation, and scalable frameworks — that enable Onboarding Specialists to execute consistently without reinventing the wheel on every engagement
Manage and develop the Onboarding team, providing coaching, clear ownership, and a structure that scales as the team and client base grows
Partner with Sales to ensure strategic accounts are handed off with full context — and that the transition from close to onboarding feels seamless to the client
Collaborate cross-functionally with Product, Customer Success, and Support to surface onboarding friction, advocate for in-product improvements, and reduce time-to-value across the client base
Identify opportunities to build self-service and scalable onboarding experiences — so the team can continue to deliver quality as volume grows without proportional headcount increases
Define and track onboarding KPIs: time-to-value, activation rates, onboarding completion rates, and early retention indicators — and use that data to continuously improve the program
Benefits
Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
Full medical and dental benefits
401k with Match and 100% vesting upon hire
Company equity managed through Carta
Fully remote, flexible work environment (we do however meet together in person several times a year)
Paid parental leave
Preferred experience
This role requires deep fluency in the wealth management industry
5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS
Demonstrated success managing strategic enterprise relationships with a white-glove service model — senior stakeholders, complex implementation timelines, and multi-team coordination
Builder mindset: comfortable with ambiguity, energized by the challenge of creating scalable infrastructure where little currently exists
Strong strategic thinker who can operate at both the individual account level and the program level simultaneously
Deep knowledge of the RIA, broker-dealer, and/or private wealth space — you understand how these firms operate, how advisors think, and what drives adoption of new technology in this industry
Proven track record of building or scaling an onboarding program — not just delivering onboardings, but designing the systems and playbooks behind them
Excellent communicator — able to translate complex product functionality into clear, compelling training and enablement materials for financial advisor audiences
Experience managing or mentoring junior team members with a focus on developing structure and ownership
