Sr. Client Solutions Consultant - Wealth Management
Core
Client-facing coordination owner for complex client onboarding and transition events, managing intake, documentation, account-opening, funding, and asset movement from start to finish.
Role type
Senior Individual Contributor / Subject Matter Expert
Builds
Coordinated onboarding experiences for high-value clients across Trust, Banking, and Brokerage products
Domain
Wealth Management / Financial Services Operations
Required skills
Complex cross-product onboarding coordination, multi-team stakeholder management, risk assessment, workflow tool proficiency, detailed documentation review, status reporting, issue escalation
Preferred skills
IJNT/Partner Workstation/BPM/SmartIQ proficiency, high-value client onboarding experience, ACAT/DTC transfer knowledge, tax cost tracking, AML/KYC familiarity, process improvement initiatives
Technologies
IJNT, Partner Workstation, BPM, SmartIQ, case management systems, Microsoft Office
Responsibilities
Serve as primary point of contact for complex onboarding events; Engage directly with clients to understand requirements and coordinate documentation; Assess client and account considerations to determine workstreams; Coordinate product-specific onboarding paths across multiple specialty teams; Monitor milestones and proactively escalate delays; Track funding and asset transfer activity; Review documentation for completeness; Facilitate onboarding review meetings; Maintain transparent status reporting; Confirm account opening and funding activities before handoff; Document lessons learned and process gaps
Seniority
Senior, hands-on IC