Client Implementation Specialist - SFO/HNWI

Client Implementation Specialist

We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segment a critical, high-touch client group. In this role, you'll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they're set up 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 white-glove experience. You'll 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.

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

What You'll 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 We're Looking For

• 3+ 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 taken finance or accounting coursework

A Note about us:

Most 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, move quickly, and deliver exceptional service to our clients.

For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location.

We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment

Some perks of working for Arch include:

• 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. We're always ready to step in to help.
• 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.