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Wealth.com · 12 hours ago

Onboarding Specialist

United States

Full-time

Remote

Entry, Mid Level

$75K/yr - $95K/yr

2+ years exp

Wealth.com is a leading estate planning platform that empowers wealth management firms. They are seeking a highly organized Onboarding Specialist to guide new financial advisor clients through their setup and implementation process, ensuring a smooth transition and maximizing client satisfaction.

Artificial Intelligence (AI)Financial ServicesFinTechMachine LearningWealth Management

Hiring Manager

Britni Mattison

Responsibilities

Own the implementation process for a portfolio of new SMB customers

Execute onboarding project plans, setting clear timelines and tracking milestones across all client stakeholders

Conduct engaging, hands-on training sessions (virtual) to ensure financial advisors and their teams are proficient in using the platform's core features

Manage initial account configuration, data setup, and any necessary technical integrations (e.g., CRM synchronization)

Proactively communicate with clients regarding their onboarding status, managing expectations and ensuring accountability to stay on schedule

Create and maintain high-quality onboarding documentation, training materials, and best-practice guides

Proactively identify potential roadblocks or issues during the onboarding phase and collaborate cross-functionally with Customer Success, Sales, Product, and Engineering to resolve them quickly

Define success criteria for each new client and execute a smooth, professional handoff to the assigned Client Success Manager upon completion of the implementation phase

Gather and surface customer feedback from the initial experience to inform improvements in our product and processes

Qualification

Client ImplementationTraining SkillsProject ManagementCRM ExperienceSaaS ExperienceProcess ImprovementCommunication SkillsOrganizational Skills

Required

2+ years of experience in a customer-facing role such as Onboarding Specialist, Implementation Consultant, or Client Success in a SaaS environment

Proven ability to manage multiple complex implementation projects simultaneously with exceptional organizational and time management skills

Strong verbal communication and presentation skills, capable of clearly training and influencing diverse groups of users (e.g., financial advisors)

A 'hands-on' approach with a passion for process efficiency, documentation, and continuous improvement

The ability to diagnose customer needs and translate them into a clear implementation path

Preferred

Experience with CRM (Salesforce) and CS platforms (ChurnZero)

Exposure to fintech, wealth management, or advisor tech platforms

Prior experience building or refining onboarding playbooks

Benefits

Competitive Salary.

Fully remote, flexible work environment. We do however meet together in person several times a year.

Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

100% Company Paid Basic Life Insurance, Short Term and Long Term Disability

100% Paid Parental Leave upon eligibility

Company equity managed through Carta.

401k with Match and 100% vesting upon hire.

Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

Free estate planning for life!