Senior Lead, Client Onboarding & Implementation (Wealth)

State Street; Dallas (TX); On-site; USD 110,000 - 208,000; Full time

Benefits offered by this job

401K match

Insurance coverage

Paid time off

Job summary

State Street is seeking a senior leader for Client Onboarding & Implementation to build and scale an onboarding function for RIAs, their advisors, and related teams. You will own the vision for a best-in-class, digital onboarding experience with automation and AI-enabled capabilities embedded throughout the journey.

Leading this function, you will connect Sales, Relationship Management, Operations, Service, Product, and Risk to deliver a disciplined implementation model, ensure operational

Qualifications

• 10+ years in client onboarding, implementation, or transformation in wealth management or related fields.
• Experience leading complex RIAs, custody, or broker-dealer onboarding programs.
• Strong executive presence and ability to influence in a matrixed organization.
• Proficiency with CRM and onboarding technologies, including AI-enabled tools.
• Familiarity with KYC/AML and account opening processes.

Responsibilities

• Establish and lead the onboarding & implementation function with strategy and roadmap.
• Manage complex RIAs from pre-planning through activation and acclimation.
• Develop scalable onboarding methodology, governance, and risk controls.
• Own client acclimation and adoption strategy to realize value early.
• Define and uphold a white-glove client experience across volumes.
• Collaborate with Sales, Relationship Management, Operations, and Technology.

Skills

Client onboarding

Implementation

Leadership

CRM systems

Salesforce

AI-enabled tools

Education

Undergraduate degree

FINRA licenses (preferred)

Tools

Salesforce

CRM platforms

e-signature

Job description

State Street is seeking a senior leader for Client Onboarding & Implementation to build and scale an onboarding function for RIAs, their advisors, and related teams. You will own the vision for a best-in-class, digital onboarding experience with automation and AI-enabled capabilities embedded throughout the journey.

Leading this function, you will connect Sales, Relationship Management, Operations, Service, Product, and Risk to deliver a disciplined implementation model, ensure operational