Strategic Accounts Onboarding Manager

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

Qualifications 5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS 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 Demonstrated success managing strategic enterprise relationships with a white-glove service model — senior stakeholders, complex implementation timelines, and multi-team coordination Experience managing or mentoring junior team members with a focus on developing structure and ownership Strong strategic thinker who can operate at both the individual account level and the program level simultaneously Builder mindset: comfortable with ambiguity, energized by the challenge of creating scalable infrastructure where little currently exists Excellent communicator — able to translate complex product functionality into clear, compelling training and enablement materials for financial advisor audiences

Benefits &

Perks Competitive salary. Hybrid work arrangement in New York City (3x a week) Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. 100% company-paid basic life insurance, short-term and long-term disability insurance. 100% paid parental leave upon eligibility. Company equity managed through Carta. 401k with match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Free estate planning for life! Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.

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