Strategic Accounts Onboarding Manager

Job Summary

A company is looking for a Strategic Accounts Onboarding Manager.

Key Responsibilities

• Lead onboarding for strategic accounts, providing a white-glove experience that enhances retention
• Develop and own the onboarding strategy, defining the post-sale journey and success milestones
• Create onboarding infrastructure, including playbooks and training assets, to enable consistent execution by Onboarding Specialists

Required Qualifications

• 5+ years of experience in enterprise onboarding or customer success within wealth management or financial services SaaS
• Deep knowledge of RIA, broker-dealer, and private wealth operations and technology adoption
• Proven track record in building or scaling onboarding programs and managing strategic relationships
• Experience mentoring junior team members and developing structured ownership
• Strong strategic thinker with a builder mindset, comfortable in ambiguous environments