Client Onboarding Manager (Fintech)

Location: Hybrid in New York City, with office attendance three times a week

Salary: $125,000–$150,000 base salary plus equity

Company

hirify.global is an advanced wealth planning platform that combines proprietary AI and technical expertise for clients across the wealth management industry.

What you will do

• Lead onboarding for strategic enterprise accounts, including RIAs, broker-dealers, and private wealth firms.
• Define the post-sale onboarding journey, white-glove service model, tiering framework, and success milestones.
• Build playbooks, training assets, in-product resources, client documentation, and scalable onboarding infrastructure.
• Manage and develop the Onboarding team through coaching, clear ownership, and scalable structure.
• Partner with Sales, Product, Customer Success, and Support to improve handoffs and reduce onboarding friction.
• Define and track KPIs including time-to-value, activation, completion rates, and early retention.

Requirements

• 5+ years of experience in enterprise onboarding, implementation, or customer success within wealth management, fintech, or financial services SaaS.
• Deep knowledge of RIA, broker-dealer, and/or private wealth firms and their technology adoption processes.
• Experience building or scaling onboarding programs, systems, and playbooks.
• Success managing strategic enterprise relationships with senior stakeholders and complex implementation timelines.
• Experience managing or mentoring junior team members.
• Strong communication skills and the ability to translate complex product functionality into training and enablement materials.

Culture & Benefits

• Collaborative and supportive work environment focused on innovation.
• Medical, dental, and vision insurance with low-cost premiums.
• Company-paid life and disability insurance and paid parental leave upon eligibility.
• Company equity and a 401(k) with matching and immediate vesting.
• Flexible PTO, paid holidays, and birthday time off.
• Free estate planning for life.