Strategic Accounts Onboarding Manager

📋 Description

• • As a Strategic Accounts Onboarding Manager at Wealth.com, you will lead onboarding for the company’s most strategic enterprise clients—RIAs, broker-dealers, and private wealth firms—while simultaneously building the scalable onboarding program, playbooks, and infrastructure that will define how Wealth.com scales its customer success function. This dual role combines hands-on client delivery with strategic program development, ensuring high-touch experiences for top-tier clients and repeatable processes for broader team execution.
• • Day to day, you will personally manage end-to-end onboarding for high-value enterprise accounts, ensuring white-glove service from kickoff through full adoption; design and refine onboarding strategy, including post-sale journey mapping, tiering frameworks, and success milestones; create scalable assets such as playbooks, training materials, in-product guides, and client documentation; coach and develop the Onboarding team to build ownership and scalability; partner with Sales to ensure seamless handoffs from closed deals; collaborate with Product, Customer Success, and Support to identify friction points and advocate for product improvements; explore self-service and scalable onboarding models to support growth without linear headcount increases; and define, track, and act on key onboarding KPIs like time-to-value, activation, completion rates, and early retention.
• • Wealth.com is the industry’s leading advanced planning platform, trusted by major global financial institutions and recognized for innovation with awards including Top Estate Planning Technology (2025), Best Technology Provider in Trust (2024), and #1 in estate planning market share (2025 Kitces AdvisorTech Study). The company is certified as a Great Place to Work for 2025 and fosters a collaborative, innovative culture where employees are empowered to drive impact.
• • In this role, you will gain deep expertise in enterprise onboarding within wealth management and fintech; develop strategic leadership skills by operating at both the individual account and program levels; build scalable systems and processes from the ground up; strengthen cross-functional influence across Product, Sales, and Customer Success; and grow your ability to design enablement materials and training for sophisticated financial advisor audiences—positioning you as a leader in customer success and onboarding innovation.