Client Onboarding Manager, Wealth.com
$125-150k
+ Equity
3 days a week in office
Estate planning technology
Open for applications
Estate planning technology
101-200 employees
Open for applications
$125-150k
+ Equity
3 days a week in office
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- This role requires deep fluency in the wealth management industry
- 5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS
- Deep knowledge of the RIA, broker-dealer, and/or private wealth space — you understand how these firms operate, how advisors think, and what drives adoption of new technology in this industry
- Proven track record of building or scaling an onboarding program — not just delivering onboardings, but designing the systems and playbooks behind them
- Demonstrated success managing strategic enterprise relationships with a white-glove service model — senior stakeholders, complex implementation timelines, and multi-team coordination
- Experience managing or mentoring junior team members with a focus on developing structure and ownership
- Strong strategic thinker who can operate at both the individual account level and the program level simultaneously
- Builder mindset: comfortable with ambiguity, energized by the challenge of creating scalable infrastructure where little currently exists
- Excellent communicator — able to translate complex product functionality into clear, compelling training and enablement materials for financial advisor audiences
What the job involves
- We are seeking a proven Strategic Accounts Onboarding Manager to personally lead onboarding for our most strategic accounts — and simultaneously build the program, playbooks, and infrastructure that will define how wealth.com scales its onboarding function
- This is a dual role: you will be both a practitioner and a builder. On one hand, you will be the primary point of contact for our highest-value enterprise clients — RIAs, broker-dealers, and private wealth firms — delivering a white-glove onboarding experience that sets the tone for long-term partnership
- On the other, you will serve as a strategic thought partner to leadership, designing the frameworks, training assets, in-product resources, and playbooks that allow our Onboarding Specialists to execute consistently at scale
- Our strategic clients span RIA, BD, and private wealth channels — and this person needs to walk into those conversations with genuine domain expertise, not just a product script
- Personally lead onboarding for strategic accounts — RIAs, broker-dealers, and private wealth firms — delivering white-glove experiences that accelerate time-to-value and drive long-term retention
- Build and own the onboarding strategy: define the post-sale journey, white-glove service model, tiering framework, and success milestones from kickoff through full adoption
- Develop the onboarding infrastructure — playbooks, training assets, in-product resources, client-facing documentation, and scalable frameworks — that enable Onboarding Specialists to execute consistently without reinventing the wheel on every engagement
- Manage and develop the Onboarding team, providing coaching, clear ownership, and a structure that scales as the team and client base grows
- Partner with Sales to ensure strategic accounts are handed off with full context — and that the transition from close to onboarding feels seamless to the client
- Collaborate cross-functionally with Product, Customer Success, and Support to surface onboarding friction, advocate for in-product improvements, and reduce time-to-value across the client base
- Identify opportunities to build self-service and scalable onboarding experiences — so the team can continue to deliver quality as volume grows without proportional headcount increases
- Define and track onboarding KPIs: time-to-value, activation rates, onboarding completion rates, and early retention indicators — and use that data to continuously improve the program
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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