Onboarding Specialist

About Us:

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.

Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.

Overview:

We are looking for a highly organized and customer-obsessed Onboarding Specialist to guide our new financial advisor clients through their initial setup, configuration, and implementation journey. This is a critical, high-impact role that sets the foundation for our clients' long-term success.

You will be the client’s first dedicated point of contact post-sale, ensuring they achieve fast time-to-value by providing expert training and seamless platform setup. You will own the process of turning a new logo into an active, happy user, ensuring a smooth and professional handoff to the Client Success team.

What You’ll Do:

Client Implementation & Training

• Own the implementation process for a portfolio of new SMB customers.

• Execute onboarding project plans, setting clear timelines and tracking milestones across all client stakeholders.

• Conduct engaging, hands-on training sessions (virtual) to ensure financial advisors and their teams are proficient in using the platform's core features.

• Manage initial account configuration, data setup, and any necessary technical integrations (e.g., CRM synchronization).

• Proactively communicate with clients regarding their onboarding status, managing expectations and ensuring accountability to stay on schedule.

Process & Handoff Excellence

• Create and maintain high-quality onboarding documentation, training materials, and best-practice guides.

• Proactively identify potential roadblocks or issues during the onboarding phase and collaborate cross-functionally with Customer Success, Sales, Product, and Engineering to resolve them quickly.

• Define success criteria for each new client and execute a smooth, professional handoff to the assigned Client Success Manager upon completion of the implementation phase.

• Gather and surface customer feedback from the initial experience to inform improvements in our product and processes.

What Success Looks Like:

• New customers are consistently onboarded ahead of or on schedule, resulting in high initial product adoption and usage metrics.

• The handoff to the Client Success team is seamless, with all necessary documentation and context provided, leading to strong client retention.

• You are recognized as the primary product expert and key advocate for the initial new client experience.

You Might Be a Fit If You Have:

• 2+ years of experience in a customer-facing role such as Onboarding Specialist, Implementation Consultant, or Client Success in a SaaS environment.

• Proven ability to manage multiple complex implementation projects simultaneously with exceptional organizational and time management skills.

• Strong verbal communication and presentation skills, capable of clearly training and influencing diverse groups of users (e.g., financial advisors).

• A "hands-on" approach with a passion for process efficiency, documentation, and continuous improvement.

• The ability to diagnose customer needs and translate them into a clear implementation path.

Bonus Points For:

• Experience with CRM (Salesforce) and CS platforms (ChurnZero).

• Exposure to fintech, wealth management, or advisor tech platforms.

• Prior experience building or refining onboarding playbooks.

Benefits & Perks

• Competitive Salary.

• Fully remote, flexible work environment. We do however meet together in person several times a year.

• Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.

• 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability

• 100% Paid Parental Leave upon eligibility

• Company equity managed through Carta.

• 401k with Match and 100% vesting upon hire.

• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.

• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

• Free estate planning for life!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.