Related skills
project management onboarding stakeholder management wealth_management📋 Description
- Lead client onboarding and design tailored solutions.
- Oversee end-to-end onboarding with developers and designers.
- Serve as primary client liaison; manage requirements and escalations.
- Own project scope; manage contracts and enterprise configurations.
- Improve platform usability via UX/UI improvements.
- Drive continuous platform improvements aligned with client needs.
🎯 Requirements
- Years of onboarding enterprise software experience.
- Strong project management and stakeholder communication.
- Excellent client communication and relationship-building.
- Ability to gather requirements and translate to product changes.
- Wealth management knowledge required.
- Experience with contracts (SOWs/Orders) and configurations.
🎁 Benefits
- Competitive total rewards and growth opportunities.
- Flexible time off and ongoing learning.
- Remote-friendly, collaborative culture.
- Autonomy to drive impact in wealth management.
- Support for professional development.
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