Strategic Accounts Onboarding Leader

Wealth Inc. is seeking a Strategic Accounts Onboarding Manager to lead onboarding for our highest-value enterprise clients, including RIAs and broker-dealers. This dual role entails both providing a white-glove onboarding experience and developing the infrastructure and playbooks that will shape our onboarding function.
The ideal candidate has over 5 years of experience in enterprise onboarding within wealth management, demonstrates strategic thinking, and possesses excellent communication skills to effectively engage with stakeholders.
In addition to a competitive salary, we offer a hybrid work arrangement, comprehensive benefits, and flexible PTO.

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