Client Implementation Specialist - Enterprise

Menlo Ventures; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Strong team support

High impact work

Great office environment

Lunch provided

Team camaraderie

Lunch on us

Job summary

A growing financial technology company in New York City is seeking a Client Implementation Specialist. The role involves guiding enterprise clients through complex onboarding processes and ensuring their long-term success on our platform. Ideal candidates will have over 3 years of experience in project management, exceptional communication skills, and a proactive mindset. The position requires direct client interaction and the ability to manage large-scale projects independently. This full-time position is based onsite in NYC, fostering collaboration and a dynamic work environment.

Qualifications

• 3+ years of experience in project management or client services with enterprise clients.
• Exceptional communication and interpersonal skills.
• Ability to manage complex, multi-stakeholder projects.

Responsibilities

• Lead onboarding meetings with multiple stakeholders.
• Guide clients through complex account setup and data migration.
• Train client teams on using the Arch platform effectively.
• Lead onboarding meetings and deliver a high-touch, relationship-driven experience.

Skills

Project management

Communication skills

Interpersonal skills

Attention to detail

Relationship management

Tools

SQL

Job description

Our Company

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.

We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

About the Role

We're looking for a Client Implementation Specialist to lead onboarding for clients in our enterprise segment—registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices, that require sophisticated, scalable solutions. In this role, you'll guide enterprise clients through complex onboarding processes, help them migrate extensive investment portfolios and data systems, and ensure they're positioned for long-term success on our platform.

This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a premium enterprise experience. You'll need to navigate complex organizational structures and stakeholder requirements with professionalism, strategic thinking, and institutional-grade service. At the same time, this role requires a self-starter who can operate independently, manage multiple large-scale onboarding projects, and proactively solve problems without constant oversight.

You'll also contribute to product feedback loops and internal onboarding process improvements—balancing independent execution with cross-functional teamwork and training participation.

What You'll Do:

Client Onboarding

• Build and execute comprehensive onboarding plans with clear milestones and timelines for enterprise-scale implementations

• Guide RIA firms and wealth management organizations through complex account setup and large-scale data migration

• Act as a liaison between clients and multiple stakeholders to gather and reconcile extensive account data across various systems

Data Management

• Monitor large volumes of client data for quality and consistency, proactively resolving discrepancies across multiple portfolios

• Process ongoing updates from clients and various institutional data sources

• Coordinate data migrations and system integrations for enterprise-level complexity

Education & Enablement

• Train multiple client teams and departments on how to use the Arch platform effectively

• Support adoption through ongoing communication, guidance, and strategic check-ins with key stakeholders

• Participate in internal team training and help refine onboarding best practices for enterprise clients

Client Experience

• Lead onboarding meetings with multiple stakeholders and deliver a high-touch, relationship-driven experience

• Build trust and rapport with clients through consistent, thoughtful communication across organizational levels

• Maintain detailed client records and notes in our CRM to ensure continuity and context across complex organizational structures

What We're Looking For

• 3+ years of experience in project management, implementation (SaaS preferred, client services, or finance with enterprise clients)

• A self-starter with exceptional communication and interpersonal skills, comfortable with C-suite and senior stakeholder interactions

• Strong relationship management instincts, especially with institutional and enterprise clients

• Attention to detail and ability to work independently in a fast-paced environment while managing complex, multi-stakeholder projects

• A proactive mindset and passion for delivering excellent client experiences at enterprise scale

Bonus Points If You:

• Have worked with RIA firms, independent wealth managers, multi-family offices, or large advisory organizations

• Are familiar with RIA operations, compliance requirements, and wealth management concepts like fee billing, performance reporting, and client portfolio management

• Have experience with SQL or want to learn

• Have taken finance or accounting coursework

• Have experience with enterprise software implementations or large-scale data migrations

A Note about us:

All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

Some perks of working for Arch include:

• Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

• Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.

• Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

• Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).

• Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.