Onboarding & Client Implementation Lead, Vice President - Wealth Custody & Clearing
Dallasonsitevp
Posted today · via Workday
About this role
Who we are looking for Wealth Custody and Clearing is seeking an experienced Onboarding & Client Implementation Lead to own the successful onboarding of Registered Investment Advisor (RIA) firms, their advisors, investment consultants, and operational teams onto our introducing broker‑dealer and custody platform. This role leads clients through the full onboarding journey, from initial intake and activation through transition into steady‑state service. Beyond successful onboarding, this role is expected to design and own a structured client acclimation and adoption experience.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: go, teams
2
Level fit
This role is vp-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Dallas. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
goteams
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