Director, Client Onboarding

Director of Client Onboarding 

Overview

The Director of Client Onboarding will lead the successful delivery of complex client onboarding and solution implementation initiatives. This role combines strategic leadership with hands-on execution, ensuring seamless coordination across internal teams and client stakeholders. Reporting to the VP, this individual will drive operational excellence, enhance client experience, and scale SMArtX’s onboarding capabilities.

Key Responsibilities

Strategic Leadership & Execution

• Lead end-to-end client onboarding projects, from scoping through post-launch stabilization
• Translate business objectives into structured project plans, including timelines, milestones, and deliverables
• Provide both strategic oversight and hands-on execution to ensure successful delivery within scope, time, and budget
• Identify risks early and proactively implement mitigation strategies

Client & Stakeholder Management

• Serve as a senior point of contact for clients, building strong, trust-based relationships
• Act as the primary liaison between clients and cross-functional internal teams
• Maintain clear, consistent communication and ensure high levels of client satisfaction
• Facilitate executive-level discussions, including status updates, issue resolution, and strategic alignment

Cross-Functional Collaboration

• Partner closely with implementation consultants, product, operations, and leadership teams
• Align internal resources and priorities to support successful project delivery
• Ensure seamless coordination across all phases of the project lifecycle

Operational Excellence & Process Improvement

• Drive continuous improvement of SMArtX’s project management and onboarding methodologies
• Standardize best practices, tools, and frameworks to increase efficiency and scalability
• Identify opportunities to streamline onboarding and improve time-to-value for clients

Reporting & Performance Management

• Prepare and deliver executive-level reporting on project status, risks, and outcomes
• Track key performance metrics related to implementation success and client satisfaction
• Provide insights and recommendations to leadership based on project outcomes and trends

Solution Design & Platform Expertise

• Develop a deep understanding of SMArtX’s platform capabilities
• Contribute to solution design by aligning client needs with platform functionality
• Support pre-implementation planning and help shape scalable, repeatable solutions

Qualifications

• 5–10+ years of experience in client onboarding, implementation, project management, or related roles
• Proven experience managing complex, multi-stakeholder projects
• Strong leadership skills with the ability to influence without direct authority
• Exceptional communication and presentation skills, including executive-level reporting
• Experience working in fintech, wealth management, or SaaS environments preferred
• Demonstrated ability to balance strategic thinking with hands-on execution

Key Competencies

• Client-centric mindset
• Strategic problem-solving
• Operational rigor and attention to detail
• Cross-functional leadership
• Process improvement and scalability focus

Why Join SMArtX?
 

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.