# Client Onboarding Manager at Wealth.com

- Company: Wealth.com
- What the company does: Wealth.com unifies estate and tax planning in one AI powered platform. Generate documents, analyze returns, & optimize client strategies with confidence. Backed by GV.
- Company website: https://www.wealth.com
- Type: Startups
- Level: Senior
- Location: New York, New York
- Work setup: Remote
- Pay: $125K to $160K base salary per year (USD)
- Posted: 2026-06-10
- Apply by: 2026-10-08
- Apply: https://jobs.ashbyhq.com/wealth-com/9381f59f-2c51-4cb1-bcd6-228356e39f00
- Page: https://www.1752.vc/careers/jobs/wealth-com-client-onboarding-manager/

## 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

Tags: Product