Head of Client Onboarding

Job Description
We seek a dynamic and experienced handson 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 relationshipmanagementoriented leader to contribute to our teams achievement of our clientoriented goals.

The ideal candidate must have a combination of technical and clientfacing 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 checkin 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 oneonone 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.
• Posttraining 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 ontime implementations.
• Drive technology adoption to ensure clients obtain maximum value from technology services.
• Coordinate between client stakeholders and internal teams for successful onboarding.
• Problemsolve 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 problemsolve and strategize on upcoming client meetings with internal team members and clients.

Required Skills & Qualifications:

• Bachelors degree
• 35 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
• Relationshipfocused with the ability to instruct
• Strong social verbal and written communication skills
• Strong problemsolving and projectmanagement skills
• Strong presentation skills
• Comfortable working across multiple departments in a deadlinedriven environment
• Active team player selfstarter and multitasker who can quickly adjust priorities
• Analytical and processoriented mindset
• Assistance with additional projects on an asneeded 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