Head Of Client Onboarding

Job Description

We seek a dynamic and experienced hands-on Head Client of Onboarding to lead initiatives to help expand our product adoption and support our clients.

We are looking for an experienced, consultative, and relationship-management-oriented leader to contribute to our team's achievement of our client-oriented goals.

The ideal candidate must have a combination of technical and client-facing skills that enhance their ability to ensure a mutually successful onboarding, growth, and expansion experience.

Responsibilities:

• Client Onboarding Management:

• New prospect introductions will be coordinated with Sales & Enterprise Consulting Group.

• Guide clients through SMArtX onboarding based on their implementation plans.

• Schedule and direct onboarding and check-in calls using client project plans.

• Active participation in onboarding scheduling, prioritization, and tracking of new assets, accounts, and relationships.

• Monitor investment/onboarding progress to align with monthly, quarterly, and yearly projections.

• Assess the use of the SMArtX platform and find better solutions for the client.

• Ad Hoc Sales Support.

Client Support and Training:

• Conduct recurring customized, one-on-one, and group platform training.

• Proactive outreach to prospective advisors within current client partnerships to move account linking and conversions forward successfully.

• • Platform training as new advisors come on board.
• • Post-training platform reviews.

• Ad Hoc Demonstrations and training refresh sessions.

Client Management:

• Maintain vigilance of newly onboarded clients and proactively identify potential issues.

• Create new users enterprise hierarchies and issue SMArtX access.

• Introduction and training on new development and enhancement releases and capabilities

• Coordinating advisor requests (feature requests, tax analysis, bulk onboarding, new model mapping, SSO coordination, OCIO conversions, trading/ billing/ performance questions, product list analyses)

Internal Collaboration and Communication:

• Collaborate with internal teams to ensure data alignment and smooth transition.

• Inform internal teams of onboarding and integration requirements.

• Facilitate urgency and ensure active progress on implementation tasks.

Additional Responsibilities:

• Coordinate shared internal/client project plans to overseas tasks and milestones leading to on-time implementations.

• Drive technology adoption to ensure clients obtain maximum value from technology services.

• Coordinate between client stakeholders and internal teams for successful onboarding.

• Problem-solve and bring in technical support and operational resources to ensure technology is fully implemented.

• manage the customer onboarding journey, taking a consultative approach to overcome issues and achieve goals.

• Facilitate interactions between project team members to ensure deliverables are on time.

• Collaboratively problem-solve and strategize on upcoming client meetings with internal team members and clients.

Required Skills & Qualifications:

• Bachelor's degree

• 3-5 years of experience in the financial technology industry

• Expertise in wealth platform technology and portfolio management, including trading, rebalancing, billing, workflows, portfolio management, and CRM systems

• Relationship-focused with the ability to instruct

• Strong social, verbal, and written communication skills

• Strong problem-solving and project-management skills

• Strong presentation skills

• Comfortable working across multiple departments in a deadline-driven environment

• Active team player, self-starter, and multitasker who can quickly adjust priorities

• Analytical and process-oriented mindset

• Assistance with additional projects on an as-needed basis

SmartX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovation in the wealth management industry. If you want to work in a professional yet relaxed atmosphere with other dynamic individuals, submit your resume to careers@smartxadvisory.com.