Strategic Accounts Onboarding Leader

Wealth.com, based in New York City, is seeking a Strategic Accounts Onboarding Manager to lead onboarding for enterprise clients in the wealth management industry. This role combines direct client management with strategic program development to create a seamless onboarding experience.
Ideal candidates will have deep expertise in the financial services sector, a builder mindset, and the ability to work collaboratively across teams while managing and mentoring junior staff. A hybrid work schedule allows for flexibility while engaging directly with our esteemed clients.

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