Strategic Accounts Onboarding Manager

Wealth.com

Lead onboarding for strategic accounts at Wealth.com, implementing best practices and delivering exceptional service. Collaborate across teams to enhance the onboarding experience for enterprise clients.

Posted 4/15/2026full-timeNew York City • California, New York • 🇺🇸 United StatesMid-LevelSenior💰 $105,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

onboarding strategyplaybookstraining assetsclient-facing documentationonboarding KPIsactivation ratesonboarding completion ratesdata analysisscalable frameworksimplementation

Soft Skills

leadershipcoachingstrategic thinkingcommunicationcollaborationproblem-solvingmentoringownershipadaptabilityclient relationship management