Senior Lead, Client Onboarding & Implementation (Wealth)
State Street Corporation
State Street is seeking a senior leader for Client Onboarding & Implementation to build and scale an onboarding function for RIAs, their advisors, and related teams. You will own the vision for a best-in-class, digital onboarding experience with automation and AI-enabled capabilities embedded throughout the journey. Leading this function, you will connect Sales, Relationship Management, Operations, Service, Product, and Risk to deliver a disciplined implementation model, ensure operational #J-18808-Ljbffr
$110k - $207.5k
Who We Are Looking For Wealth Custody & Clearing is seeking a senior leader for Client Onboarding & Implementation to establish, lead, and scale the onboarding and client acclimation function for Registered Investment Advisor firms, their advisors, investment consultants...ImplementationTemporary workFlexible hours- ...Senior Kyc / Onboarding Lead Our client's Networks group offers best-in-class technology and industry-leading practices to help firms manage risk,... ...onboarding workflows and collaborate with stakeholders to implement improvements. Build strong working relationships...Senior
- Job Duties: Senior Associate, Client Onboarding & Configuration with Goldman Sachs & Co. LLC in Dallas, Texas. Establish new accounts through understanding... ...and regulatory obligations. Work closely with personal wealth management advisor teams to ensure all client documents...Senior
- Altruist is seeking an Onboarding Program Lead, Enterprise to own the onboarding experience for its largest and most complex firms—$1B+ RIAs, aggregators, and API-first clients. You’ll manage multi-stakeholder transitions with distributed decision-making and back-office...SeniorWork at office3 days per week
- ...Altruist Back to jobs Advisor Onboarding Program Lead, Enterprise Dallas, TX... ...the multi-trillion dollar wealth management industry by building... ...outcomes for their clients. We're looking for exceptional... ...What you bring 7+ years in implementation, onboarding, transitions, or...ImplementationWork at officeImmediate start3 days per week
$193k - $240k
...and technology for our clients. We are committed to... ...Global Client Experience Lead is a newly created,... ...dedicated role established to implement, measure, and... ...Training. Ensure new-hire onboarding, client culture... ...ability to report to senior client leadership (Director...ImplementationFull timeWork at officeLocal area- ...to provide expert analysis of business and technical requirements for enterprise clients. The role requires over 10 years of experience in system analysis and ServiceNow implementations. Key responsibilities include designing and architecting IT solutions, evaluating...SeniorImplementation
- ...CliftonLarsonAllen is seeking a Senior Intacct Implementation Consultant to join our Digital team in Dallas, Texas. This role involves supporting clients with Intacct system implementations, training users, and providing technical assistance throughout projects. The ideal...SeniorImplementationFlexible hours
- ...high-net-worth personal and business relationships, delivering wealth management and loan solutions. You will collaborate with internal... ...to cross-sell, grow deposits, and provide an exceptional client experience, building long-term relationships through proactive service...Senior
- ...EY in Dallas is seeking a Senior Consultant specializing in ADP Workforce Solution... ...Consulting ADP practice. You will lead large-scale WFS projects, deliver high-quality client solutions, and support configurations, implementations, and upgrades to meet client needs. You...SeniorImplementationWork at office
- ...Senior Client Success Manager Steer Health is the AI-native growth... ...goals and measurable value, and lead business reviews that show... ...Create the playbooks for onboarding handoff, escalation, intervention... ...them to Product, Support, Implementation, and Training to fix root...SeniorImplementation
- ...patient access numbers. As Senior Client Success Manager, you will own... ...goals and measurable value, and lead business reviews that show... ...Create the playbooks for onboarding handoff, escalation, intervention... ...them to Product, Support, Implementation, and Training to fix root...SeniorImplementationLive in
- ...SENIOR WEALTH STRATEGIST This position may work from our Nashville, Dallas, Summerville, or... ...families. With a highly personalized and client-focused approach, the Bank delivers... ...consult on HNW client planning needs and implementation Monitor compliance with trust documents...SeniorImplementationTemporary workH1bWork at officeLocal areaFlexible hours
- ...Tolleson Wealth Management is seeking a senior project manager to oversee client engagements and drive successful completion of wealth management projects. You will analyze financial needs, coordinate with clients and advisors, and prepare insightful reports. The role...
- ...established in 2018 as a leading independent financial... ...oversees $237 billion in client assets as of August 31,... ...– including wealth planners, tax advisors,... ...governance needs. The Senior Wealth Strategist is a... ...develops, consults on and implements tax, estate and financial...SeniorImplementationWork at officeLocal area
- ...A leading wealth advisory firm in Dallas, Texas is seeking experienced Wealth Advisors to provide comprehensive wealth management advice and build long-term relationships with clients. The role involves developing personalized financial strategies and delivering tailored...Senior
- ...A healthcare innovation firm in Dallas is seeking a Client Success Manager to oversee client engagements and ensure satisfaction.... ...excellent communication skills. Responsibilities include managing implementation processes, maintaining client relationships, and collaborating...SeniorImplementation
$158k - $217k
Partner Solution Lead, Databricks - Central RegionWho You’ll Work WithSlalom helps clients use data, AI, and modern cloud platforms... ...capabilities. This role is ideal for a senior technical leader who can move... ..., analytics, and production implementation patterns.Presales and Pursuit...SeniorImplementationTemporary workLocal area- ...Client Onboarding New Account Approver At Goldman Sachs, we connect... ...for our clients. We are a leading global financial services firm... ...to join the Goldman Sachs Wealth Services team in the Asset... ...strategies Development, implementation, and execution of risk prevention...Implementation
- ...Senior Manager, Client Services, US Own the delivery for a book of US clients end to end. Not a reporting layer.... ...the line when a commitment is not realistic. Onboarding and change Run new client implementations and mid-flight changes: new locations, new specialties...SeniorImplementationFull timeContract workRemote work
- ...Senior Software Principal/Lead(Full Stack) .Net & Angular - Hybrid 3 days Dallas, United States | Posted... ..., design, review programing, test, implement and deploy software applications... ...prior expertise collaborating with clients, IT resources, vendors, consultants...SeniorImplementation
- ...A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates...Senior
$150k
...founded in 1963. Today, we help clients with total transformation-... ...delivers solutions through leading-edge management consulting... ...and technology. As a Senior AI Tech Architect, you will... ...organization. They can align and onboard teams to implement new processes and toolsets....SeniorImplementationContract workWork at officeLocal area- ...receive an alert: Title: Senior Analyst, U.S. Client Onboarding- Spanish Speaking... ...members and stakeholders to implement new procedures and regulations... ...needs. Scotiabank is a leading bank in the Americas. Guided... ...and commercial banking, wealth management and private...SeniorWork at officeLocal areaFlexible hours
- ...team plays a vital role in connecting clients’ brands with their audiences through innovative... ...ideas, solving complex challenges, or leading transformative initiatives, you’ll find... ...budget and media planning, tactical implementation, and performance optimization across...SeniorImplementationLocal area
$70 - $100 per hour
...Description: Please, no vendors. Senior Oracle Fusion SCM Functional Analyst / Lead Department: IT - Enterprise... ...Position Overview Energy client seeking a highly experienced... ...in a major Oracle Fusion Cloud implementation. This hands-on consultant will serve...SeniorImplementationHourly payContract workRemote work- ...Private Banking Executive to acquire and deepen relationships with high-net-worth clients in the Dallas area. Lead cross-functional teams to deliver a branded client experience, including wealth planning, credit facilities, and asset management. Maintain high-touch...Senior
- ...that works for our clients, with highly... ...Oversight & Execution Lead execution and oversight... .... Act as a senior escalation point for... ...operational design. Support implementation of operational... .... Assist with onboarding and development of... ...Crimes Operations Wealth / Private Banking...SeniorImplementationImmediate startDay shift
$121.66k - $170k
...what's right for our clients, people and communities... ...can provide you with a wealth of opportunities to... ...Jersey you will act as the lead for planning and... ...phases (construction implementation), including documented... ...vacation annually. Certain senior‑level roles are...SeniorImplementationFull timeTemporary workFor contractorsWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...A recruitment firm is seeking an experienced ADP Workforce Now Implementation Project Manager for a contract role in Addison, TX. This position focuses on configuring and implementing Onboarding and Recruitment modules within ADP for a multi-state organization. The ideal...ImplementationContract work
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