Client Implementation Specialist - Enterprise

Client Implementation Specialist - Enterprise

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

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

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…