Strategic Accounts Onboarding Manager

Role Overview

• 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

Requirements

• 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

• Competitive base salary, performance-based incentives, and meaningful equity participation
• 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!