Client Implementation Specialist - Enterprise

About the role

We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience.

Responsibilities

• Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations
• Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration
• Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems
• Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures
• Train multiple client teams and departments on how to use the Arch platform effectively
• Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders
• Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience
• Build trust and rapport with clients through consistent, thoughtful communication across organizational levels
• Proactively solve problems without constant oversight
• Contribute to product feedback loops and internal onboarding process improvements

Requirements

• 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients)
• A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions
• Strong relationship management instincts, especially with institutional and enterprise clients
• An attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects
• A proactive mindset and passion for delivering excellent client experiences at enterprise scale

Qualifications

• If you have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations
• If you are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management
• If you have taken finance or accounting coursework
• If you have experience with enterprise software implementations or large-scale data migrations

Skills

• Exceptional communication and interpersonal skills
• Strategic thinking and professional approach to complex organizational structures and stakeholder requirements
• Ability to work independently and manage multiple large-scale onboarding projects
• Passion for delivering excellent client experiences at enterprise scale

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 to support one another
• Great office - Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch
• Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break