Senior Onboarding & Implementation Lead

State Street Corporation

Boston (MA)

On-site

USD 110,000 - 208,000

Full time

9 days ago

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Benefits offered by this job

401K with company match

Medical, dental, vision insurance

Paid time off

Employee Assistance Program

Performance-based awards

Tax-advantaged savings plans

Job summary

State Street Corporation seeks a senior leader for Client Onboarding & Implementation to build and scale a white-glove onboarding function for RIAs, advisors, and operational teams. The role defines strategy, governance, and an AI-enabled delivery model, coordinating across Operations, Service, Product, and Risk.

You will drive end-to-end onboarding from planning to steady-state service and continuous improvement.

Qualifications

10+ years of experience in client onboarding, implementation, or wealth management operations.
Experience supporting RIAs, enterprise advisory firms, and wealth managers preferred.

Responsibilities

Establish and lead the Client Onboarding & Implementation function, including strategy, operating model, governance, standards, and long-term roadmap.
Lead complex RIA implementations from pre-implementation planning through activation and transition into steady-state service.
Develop a scalable onboarding methodology with client segmentation, readiness assessments, and risk management.
Own client acclimation and adoption strategy to ensure value realization and platform utilization.
Define a high-touch, white-glove onboarding standard with personalized experiences at scale.
Engage with client executives and operational leaders to set expectations and resolve strategic issues.
Lead product parity, operating model, and readiness assessments with stakeholders before launch.
Establish executive governance and reporting on implementations including health, dependencies, risks, and escalation items.
Collaborate with Sales and Relationship Management during contracting to set realistic onboarding expectations.
Provide cross-functional leadership across Operations, Client Service, Trading, Asset Servicing, Product, Technology, Compliance, Risk, Legal.
Define measurable onboarding outcomes: activation time, readiness, client effort, and transition quality.
Create onboarding playbooks, training, procedures, and escalation protocols for repeatable execution.
Build and lead a scalable onboarding team, defining roles, capacity, and development priorities.
Develop feedback loops to translate experiences into improvements for Product, Tech, Operations, and Service.
Own the digital and AI roadmap for onboarding: automation, reporting, self-service, and AI-assisted readiness.
Benchmark with other custodians and fintech platforms to stay best-in-class.
Represent onboarding in senior leadership and risk governance forums.