About this role
Strategic Accounts Onboarding Manager at Wealth.com. Location: New York City, New York, United States. Role: leading onboarding, building playbooks, managing team Requirements: 5+ years in enterprise onboarding/implementation or customer success in wealth management/fintech/financial services SaaS; experience building onboarding programs, managing teams, and working with RIAs/BDs/private wealth firms. Category: Project and Program Management Seniority: Senior Level Tools: Carta Commitment: Full Time Workplace: Hybrid Languages: English