Our Company

Arch is a Series B financial technology company that automates the management of private investments improving access understanding and the human experience of investing across asset classes.

Private investments such as venture capital hedge funds and private equity make up roughly 25% of the investment universe. Traditionally investors advisors banks families and managers track hundreds of investments in complicated spreadsheets file folders and busy inboxes. Not only is this tedious and time-consuming but it is rife with opportunity for manual data entry errors inconsistent reporting and lost information. Enter Arch.

Arch delivers standardized data documents and insights in a single platform avoiding the need to chase information across dozens or hundreds of portals. Our purpose is to save investors time while empowering them to make more informed investment decisions leading to better financial outcomes.

We are a fast-growing dynamic team of 120 serving over 400 clients including several of Americas largest banks families and financial institutions. Weve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

About the Role

Were looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segmenta critical high-touch client this role youll guide clients through the onboarding process help them organize and integrate complex investment data and ensure theyre set up for long-term success on our platform.

This is a deeply client-facing role and were seeking someone who values building relationships earns trust quickly and delivers a white-glove experience. Youll need to navigate nuanced client needs with professionalism discretion and a high level of service. At the same time this role requires a self-starter who can operate independently manage multiple onboarding workflows and proactively solve problems without constant oversight.

Youll also contribute to product feedback loops and internal onboarding process improvementsbalancing independent execution with cross-functional teamwork and training participation.

What Youll Do:

Client Onboarding

• Build and execute tailored onboarding plans with clear milestones and timelines

• Guide single family offices and HNWIs through account setup and data organization

• Act as a liaison between clients and fund managers to gather and reconcile account data

Data Management

• Monitor client data for quality and consistency proactively resolving discrepancies

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

• Process ongoing updates from clients and fund sources

Education & Enablement

• Train client teams on how to use the Arch platform effectively

• Support adoption through ongoing communication guidance and check-ins

• Participate in internal team training and help refine onboarding best practices

Client Experience

• Lead onboarding meetings and deliver a high-touch relationship-driven experience

• Build trust and rapport with clients through consistent thoughtful communication

• Maintain detailed client records and notes in our CRM to ensure continuity and context

What Were Looking For

• 2 years of experience in project management implementation client services or finance

• A self-starter with exceptional communication and interpersonal skills

• Strong relationship management instincts especially with high-value or high-touch clients

• Attention to detail and ability to work independently in a fast-paced environment

• A proactive mindset and passion for delivering excellent client experiences

Bonus Points If You:

• Have worked in wealth management private funds a family office or accounting

• Are familiar with concepts like IRRs capital calls K-1s or NAV reporting

• Have experience with SQL or want to learn

• Have taken finance or accounting coursework

A Note about us:

All of our full-time roles are based onsite at our New York City office where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections collaborate effectively to solve challenges and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting hands-on workspace.

Some perks of working for Arch include:

• Strong Team - Youll 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. Youll 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. Were always ready to step in to help.

• Great office - weve 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 youre in the office and take a break to laugh brainstorm or just hang out with your teammates over a meal.

Required Experience:

IC