💼 About This Role

You'll lead client onboarding projects and collaborate with developers to enhance the platform's UX/UI. You'll act as the vital link between clients and internal teams, ensuring seamless implementations and ongoing product improvements that elevate the user experience.

🎯 What You'll Do

• Lead client onboarding: gather requirements and design tailored solutions.
• Manage implementation lifecycle with developers and designers.
• Serve as client liaison and primary contact during onboarding.
• Own project scope and manage contracts and configurations.

📋 Requirements

• Implementation experience onboarding customized enterprise software (multiple years).
• Project management skills managing timelines, deliverables, and stakeholders.
• Excellent communication and presentation skills.
• Wealth management industry knowledge required.

✨ Nice to Have

• Technical aptitude with enterprise software systems.
• Ability to collaborate effectively with development teams.

🎁 Benefits & Perks

• 💰 Competitive base salary plus variable pay and equity
• 🏖️ Flexible time off
• 📈 Growth and development opportunities
• 🩺 Comprehensive benefits

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Behavioral Interview· 60 min
4. 4Final Round with Leadership· 45 min