Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
About the role
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
What they're looking for
- 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
More about this role
Title : Client Onboarding Manager
Wealth.com is the industry’s leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
The Opportunity
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...
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