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Arch · 3 weeks ago

Senior Client Implementation Specialist

New York, United States

Full-time

Onsite

Mid, Senior Level

4+ years exp

Arch is a Series B financial technology company that automates the management of private investments. They are seeking a Senior Client Implementation Specialist to lead the onboarding and success of strategic enterprise clients, managing complex implementations and driving long-term adoption of Arch's platform.

Hedge FundsReal Estate InvestmentSoftwareVenture CapitalWealth Management

Growth Opportunities

Responsibilities

Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live

Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations

Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals

Lead onboarding calls, data discovery sessions, and technical setup discussions with clients

Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way

Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information

Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility

Process and monitor large volumes of account information, including updates from clients, funds, and custodial systems

Monitor client accounts for data quality issues and promptly address any discrepancies across multiple portfolios and data sources

Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs

Coordinate complex data migrations and system integrations for enterprise-level, RIA implementations

Deliver comprehensive training to client teams across multiple departments to ensure high levels of adoption, engagement, and self-sufficiency post-implementation

Support ongoing adoption through strategic communication, guidance, and executive-level check-ins

Mentor less-experienced implementation specialists and contribute to team knowledge sharing and best practices

Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction across organizational levels

Build rapport with clients from operations teams to C-suite executives and ensure a white-glove onboarding experience

Maintain comprehensive client records and notes in our CRM system to ensure continuity across complex organizational structures

Qualification

Client onboardingData migrationProject managementFinancial technologyCRM systemsLeadershipCommunication skillsDetail-oriented

Required

4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services with enterprise clients

Proven track record managing large, complex client implementations with multiple stakeholders and workstreams

Excellent project management skills; ability to manage timelines, set expectations, and drive accountability across complex organizations

Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences from operations to executive level

Detail-oriented with a bias toward action and a client-first mindset

Leadership qualities and ability to mentor junior team members

Preferred

Have experience in wealth management, RIA operations, alternative investments, or fund administration

Are familiar with RIA-specific concepts like fee billing, performance reporting, compliance requirements, and regulatory reporting

Have worked with consolidated reporting systems (such as Addepar, BD, Orion, etc.)

Have experience with capital calls, IRRs, recallable distributions, and K-1s

Have experience working with CRM systems, project management tools, and/or SQL

Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats

Have experience with enterprise software implementations or large-scale system integrations

Benefits

Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.

Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).

Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.