Head of Client Onboarding - SmartX Advisory Solutions

Job Description
We seek a dynamic and experienced hands-on Head Client of Onboarding to lead initiatives to help expand our product adoption and support our clients.
We are looking for an experienced, consultative, and relationship-management-oriented leader to contribute to our team's achievement of our client-oriented goals.

The ideal candidate must have a combination of technical and client-facing skills that enhance their ability to ensure a mutually successful onboarding, growth, and expansion experience.

Responsibilities:

• Client Onboarding Management:

• New prospect introductions will be coordinated with Sales & Enterprise Consulting Group.
• Guide clients through SMArtX onboarding based on their implementation plans.
• Schedule and direct onboarding and check-in calls using client project plans.
• Active participation in onboarding scheduling, prioritization, and tracking of new assets, accounts, and relationships.
• Monitor investment/onboarding progress to align with monthly, quarterly, and yearly projections.
• Assess the use of the SMArtX platform and find better solutions for the client.
• Ad Hoc Sales Support.

Client Support and Training:

• Conduct recurring customized, one-on-one, and group platform training.
• Proactive outreach to prospective advisors within current client partnerships to move account linking and conversions forward successfully.
• • Platform training as new advisors come on board.
• • Post-training platform reviews.
• Ad Hoc Demonstrations and training refresh sessions.
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Client Management:

• Maintain vigilance of newly onboarded clients and proactively identify potential issues.
• Create new users enterprise hierarchies and issue SMArtX access.
• Introduction and training on new development and enhancement releases and capabilities
• Coordinating advisor requests (feature requests, tax analysis, bulk onboarding, new model mapping, SSO coordination, OCIO conversions, trading/ billing/ performance questions, product list analyses)

Internal Collaboration and Communication:

• Collaborate with internal teams to ensure data alignment and smooth transition.
• Inform internal teams of onboarding and integration requirements.
• Facilitate urgency and ensure active progress on implementation tasks.
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Additional Responsibilities:

• Coordinate shared internal/client project plans to overseas tasks and milestones leading to on-time implementations.
• Drive technology adoption to ensure clients obtain maximum value from technology services.
• Coordinate between client stakeholders and internal teams for successful onboarding.
• Problem-solve and bring in technical support and operational resources to ensure technology is fully implemented.
• manage the customer onboarding journey, taking a consultative approach to overcome issues and achieve goals.
• Facilitate interactions between project team members to ensure deliverables are on time.
• Collaboratively problem-solve and strategize on upcoming client meetings with internal team members and clients.

Required Skills & Qualifications:

• Bachelor's degree
• 3-5 years of experience in the financial technology industry
• Expertise in wealth platform technology and portfolio management, including trading, rebalancing, billing, workflows, portfolio management, and CRM systems
• Relationship-focused with the ability to instruct
• Strong social, verbal, and written communication skills
• Strong problem-solving and project-management skills
• Strong presentation skills
• Comfortable working across multiple departments in a deadline-driven environment
• Active team player, self-starter, and multitasker who can quickly adjust priorities
• Analytical and process-oriented mindset
• Assistance with additional projects on an as-needed basis

SmartX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovation in the wealth management industry.  If you want to work in a professional yet relaxed atmosphere with other dynamic individuals, submit your resume to careers@smartxadvisory.com.