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$150,000–$180,000/yr
US

  • Run over 20 Fit Calls per week to assess prospect fit based on assets, timeline, goals, and personality.
  • Identify financial pain points and communicate the firm's value proposition while navigating objections and matching qualified prospects to advisors.
  • Document interactions in CRM and manage follow-ups, ensuring all prospects feel heard regardless of the outcome.

Wealth Management Client Onboarding CRM Systems

20 jobs similar to Client Onboarding Consultant

Jobs ranked by similarity.

US

  • Develop and execute a comprehensive marketing strategy aligned with company growth objectives.
  • Drive pipeline growth through integrated marketing campaigns across digital channels, events, webinars and strategic partnerships.
  • Lead brand strategy, messaging, and positioning across all channels.

M3 USA is at the forefront of healthcare innovation, offering digital solutions across healthcare, life sciences, pharmaceuticals, and more. They pride themselves on a dynamic and innovative work environment where every team member contributes to global health advancements.

$150,000–$200,000/yr
Canada

  • Own and drive design initiatives for Affirm's App and Card experience, delivering high-impact, customer-centric solutions that align with business objectives.
  • Collaborate cross-functionally with product, engineering, data science, marketing, and research to drive innovation and deliver seamless, intuitive experiences.
  • Bring exceptional visual and interaction design skills to craft delightful, polished experiences that build trust and confidence, while embracing a test-and-learn mindset to optimize user experiences.

Affirm is a financial technology company that provides transparent, honest credit and buy now, pay later services to consumers and retailers. The company is remote-first, emphasizes a people-first culture, and offers extensive benefits, including fully covered healthcare for employees and dependents.

US

  • Partner with Global Account Managers to support revenue growth, customer satisfaction, and long‑term account strategies.
  • Serve as a key point of coordination across operations, product management, sales, and leadership to ensure customer needs are met.
  • Maintain strong relationships with global customers by proactively communicating, tracking orders, and resolving questions or challenges.

Legrand is the global specialist in electrical and digital building infrastructures. They offer solutions for residential, commercial, and data center markets and have a comprehensive offering of solutions for residential, commercial, and data center markets.

US

  • Oversee all aspects of quality and commissioning for data center projects from design to handover.
  • Conduct site inspections, ensure compliance with standards, and handle issue resolution for critical systems.
  • Develop commissioning plans, coordinate with teams, and drive knowledge transfer and mentoring on best practices.

Vantage Data Centers powers, cools, protects and connects the technology for hyperscalers, cloud providers and large enterprises. It operates across North America, EMEA and Asia Pacific with a culture of no ego, supporting one another and finding joy in work.

  • Identify and build relationships with celebrities, athletes, and influential public figures.
  • Source and close partnerships that bring high-profile talent onto the HeyGen platform.
  • Maintain ongoing relationships with partners after deals close.

HeyGen's mission is to make visual storytelling accessible to all. They aim to build technology that equips more people with the power to reach, captivate, and inspire audiences.

EU 4w PTO

  • Generate deep insights into campaign performance and user behaviour, analysing conversion funnels, ad interactions, and revenue drivers within our retail media ecosystem.
  • Own and evolve measurement frameworks, including attribution models, incrementality testing, and advertiser ROI tracking.
  • Drive experimentation in an advertising context, designing and analysing A/B tests for ad placements, bidding strategies, and relevance models.

Redcare Pharmacy is Europe's No.1 e-pharmacy, powered by passionate teams and cutting-edge innovation. They strive to create a healthy, collaborative work environment where every employee feels valued and inspired to contribute to their vision.

Global

  • Supports analytical development and characterization activities for late-stage biologic development leading to licensure application submission.
  • Takes a leading role in analytical characterization activities in support of comparability studies, heightened characterization studies, method development, control strategy development.
  • Supports preparation of regulatory submissions and regulatory engagement as technical subject matter expert as needed.

Akero Therapeutics, a Novo Nordisk company, is focused on discovering and developing transformational treatments for patients with serious metabolic diseases marked by high unmet need. They are a team of problem solvers dedicated to pursuing bold scientific approaches and have a collaborative spirit, breeding a culture where everyone feels inspired.

$85,000–$95,000/yr
North America

  • Handling incoming technical queries via IM and email
  • Troubleshoot customer inquiries, including but not limited to API integrations, systems issues, network and security-related impediments, 3rd party integrations, and multi-product workflows
  • Resolve product or service problems by exploring the client's request, determining the cause of the problem, and selecting and explaining the best solution to solve the problem.

Tines powers some of the world's most important workflows. Their intelligent workflow platform applies AI, automation, and integration with human ingenuity to drive real business results. The company is driven by their values of Simplicity, Speed, and Soundness and committed to delivering exceptional customer experiences while fostering a company culture that nurtures individual curiosity, growth, and integrity.

US

  • Own full-cycle recruiting for high-volume Customer Operations roles.
  • Manage a fast-moving pipeline, source and engage candidates, and partner with hiring managers.
  • Use ATS and sourcing tools to track progress and deliver a positive candidate experience.

Figure is a fintech company transforming capital markets through its blockchain-native platform, focusing on products like home equity loans and a yield-bearing stablecoin. The company is recognized as an innovative fintech startup and works with over 170 partners to originate billions in loans.

$80,475–$120,275/yr
US

  • Oversee and support growth operations processes.
  • Serve as B&P and Growth Budget Administrator.
  • Develop and manage annual conference and events schedules.

EXPANSIA delivers high-impact technologies, technology-enabled services and advanced manufacturing solutions to the U.S. Department of Defense and related national security customers. The combined organization operates as a multi-entity aerospace and defense technology and tech-enabled services and manufacturing enterprise positioned for scalable growth, operational excellence, and long-term value creation.

US

  • Conduct virtual physical therapy evaluations and follow‑up visits via secure telehealth platforms
  • Develop and implement individualized treatment plans appropriate for virtual delivery
  • Educate patients on injury prevention, home exercise programs, posture, ergonomics, and self‑management

TeleMed2U increases access to care across 20 medical and behavioral health specialties nationwide. They are a leading technology-enabled healthcare services company, delivering high-quality, convenient, and easy-to-access virtual healthcare solutions.

$70,000–$80,000/yr
US Unlimited PTO

  • Help scale and execute a community-oriented primary care model.
  • Lead the team responsible for eligibility list outreach, inbound patient call support, and scheduling operations.
  • Oversee daily operations, performance metrics, quality assurance, and workflow optimization.

Zócalo Health is a tech-enabled, community-oriented primary care organization serving people who have historically been underserved by the one-size-fits-all healthcare system. Founded in 2021, Zócalo Health is backed by leading healthcare and mission-aligned investors and is scaling rapidly across states and populations.

Europe

  • Partner with hiring managers to shape role briefs, challenge assumptions, and set up searches for success.
  • Own candidate experience end-to-end, ensuring every touchpoint reflects how Finom operates.
  • Improve continuously by tracking metrics and using data to make each search better than the last.

Finom is a European tech startup headquartered in Amsterdam, revolutionizing the financial landscape for entrepreneurs worldwide. They aim to develop an all-in-one financial B2B solution, integrating banking, accounting, financial management, and invoicing into a seamless platform.

$85,000–$115,000/yr
US

  • Support regulatory strategy and submission timelines for US market
  • Own quality oversight of supplier relationships for US market
  • Lead CAPA investigations and effectiveness verification

Optain is a healthcare company using software and hardware to rethink care. They aim to improve the way we detect and manage eye and systemic conditions and have a close-knit and highly talented team.

US

  • Serve as primary contact for customers, sales, and internal teams to ensure accurate order fulfillment and high satisfaction.
  • Manage order workflows, resolve service issues, and support processes like account setup and equipment tracking.
  • Generate reports, maintain records, and investigate credits or returns to drive operational efficiency.

Calyxo, Inc. is a medical device company that develops innovative treatments for kidney stone disease. The company is led by experienced executives and fosters a dynamic, diverse, and high-achieving team environment.

$32–$37/hr
US

  • Timely and accurate review of patient records at OASIS timepoints.
  • Communicate directly with internal & agency clinical staff as needed.
  • Maintain professional and technical knowledge.

BerryDunn is a professional services firm that has helped businesses, nonprofits, and government agencies throughout the US solve their greatest challenges since 1974. They are a client-centered, people-first firm recognized for its diverse and inclusive workplace culture, and its focus on learning, development, and well-being.

$55,000–$80,000/yr
US

  • Execute manual test cases across web applications.
  • Perform exploratory testing to uncover edge cases and potential bugs.
  • Document bugs with detailed reproduction steps and expected behavior.

Topstep provides a platform for traders. They foster a collaborative culture with open communication, cameras on during meetings, and a robust Slack environment.

$35–$45/hr
US

  • Deliver teletherapy to K-12 students in Georgia school districts, collaborating with school counselors and families.
  • Use evidence-based approaches and contribute to a growing clinical team.
  • Work fully remote, available Monday through Friday afternoons and evenings.

Daybreak Health is a company focused on providing teletherapy services, particularly for K-12 students. It emphasizes a supportive clinical community with ongoing case consultation and aims to serve local communities by leveraging local counseling talent.

$180,000–$200,000/yr
US Canada Unlimited PTO

  • Develop full stack software using Typescript, MySQL, React, and Next.js.
  • Direct AI coding agent(s) to assist you in building great things quickly , while maintaining a production quality codebase.
  • Own features big and small from the idea phase through to production

Ethena provides compliance training that customizes itself to each user. They combine training content with AI to adapt training and reflect a company’s brand, roles, policies, and risks. Ethena supports 1M+ learners across 2,000+ organizations and has a 93% learner approval rating.

US

  • Assist Program Directors in overseeing the quality of care for virtual PHP and IOP programs and manage a clinical team of 5-10 group therapists.
  • Conduct patient intakes, provide individual and group therapy, and coordinate care with outside providers to ensure continuity of treatment.
  • Support program development, provide clinical supervision, ensure adherence to policies, and handle crisis management and community outreach.

Compass Health Center is a recognized leader in crisis-level mental health care, providing patient-centered partial hospitalization and intensive outpatient programs. Based in Chicagoland, the organization serves hundreds of patients daily across onsite and virtual programs, emphasizing a culture of teamwork, continuous improvement, and passion for healing communities.