Head of Client Onboarding & Implementation - RIA Wealth Tech

State Street

Clifton (NJ)

On-site

USD 110,000 - 208,000

Full time

44 hours ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

State Street is seeking a senior leader for Client Onboarding & Implementation within Wealth Custody & Clearing to establish, lead, and scale onboarding for Registered Investment Advisor firms and related stakeholders. The role focuses on building a modern, white-glove onboarding function supported by digital workflows, automation, and AI-enabled capabilities.

The candidate will drive vision, strategy, governance, and an organization capable of delivering activation, acclimation, and

Job description

State Street is seeking a senior leader for Client Onboarding & Implementation within Wealth Custody & Clearing to establish, lead, and scale onboarding for Registered Investment Advisor firms and related stakeholders. The role focuses on building a modern, white-glove onboarding function supported by digital workflows, automation, and AI-enabled capabilities.

The candidate will drive vision, strategy, governance, and an organization capable of delivering activation, acclimation, and

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Senior Onboarding & Implementation Leader – Wealth Custody
Senior Onboarding & Implementation Leader – Wealth Custody

State Street • Boston (MA)

On-site
USD 110,000 - 208,000
Senior Client Onboarding & Implementation Leader
Senior Client Onboarding & Implementation Leader

State Street • Irvine (CA)

On-site
USD 110,000 - 208,000
Senior Lead, Client Onboarding & Implementation (Wealth)
Senior Lead, Client Onboarding & Implementation (Wealth)

State Street • Dallas (TX)

On-site
USD 110,000 - 208,000
401K match
Insurance coverage
Paid time off
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)

State Street • Clifton (NJ)

On-site
USD 110,000 - 208,000
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)

State Street • Irvine (CA)

On-site
USD 110,000 - 208,000
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)

State Street • Dallas (TX)

On-site
USD 110,000 - 208,000
401K match
Insurance coverage
Paid time off
Account Operations Specialist: Onboarding & Lifecycle
Account Operations Specialist: Onboarding & Lifecycle

State Street Corporation • Clifton (NJ)

On-site
USD 65,000 - 106,000
Senior Enterprise Onboarding Leader, Wealth Tech
Senior Enterprise Onboarding Leader, Wealth Tech

Savvy • New York (NY)

On-site
USD 150,000 - 165,000
Relocation package
Unlimited PTO
Medical, dental, and vision plans
+6
Senior Client Experience Lead, Wealthtech Onboarding
Senior Client Experience Lead, Wealthtech Onboarding

Farther • Irving (TX)

On-site
USD 90,000 - 120,000
Health benefits
401(k) matching
Roth IRA options
+1
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)
Onboarding & Client Implementation Lead, Vice President (Wealth Custody and Clearing)

State Street • Boston (MA)

On-site
USD 110,000 - 208,000