Strategic Accounts Onboarding Manager

About the role

Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. 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 wealth 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. We are seeking a proven Strategic Accounts Onboarding Manager to personally lead onboarding for our most strategic accounts - and simultaneously build the program, playbooks, and infrastructure that will define how wealth.com scales its onboarding function. This is a dual role: you will be both a practitioner and a builder. On one hand, you will be the primary point of contact for our highest-value enterprise clients - RIAs, broker-dealers, and private wealth firms - delivering a white-glove onboarding experience that sets the tone for long-term partnership. On the other, you will serve as a strategic thought partner to leadership, designing the frameworks, training assets, in-product resources, and playbooks that allow our Onboarding Specialists to execute consistently at scale. This role requires deep fluency in the wealth management industry. Our strategic clients span RIA, BD, and private wealth channels - and this person needs to walk into those conversations with genuine domain expertise, not just a product script.