Senior Client Implementation Specialist

Our Company

Arch is 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.

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of 'portals'. Our purpose is to save investors' time while empowering them to make more informed investment decisions, leading to better financial outcomes.

We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America's largest banks, families, and financial institutions. We've over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

About the Role

We are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value enterprise clients. You will own the end-to-end implementation process for large and complex RIA firms, independent wealth managers, and multi-family offices, acting as a trusted advisor and project manager to drive successful outcomes. Your role will be critical to shaping the client experience and driving long-term adoption of Arch's platform.

This is a senior-level, client-facing role where you'll work with sophisticated advisory organizations that have complex operational requirements, multiple stakeholders, and high expectations for service delivery. You'll need to demonstrate strategic thinking, executive presence, and the ability to navigate organizational complexities while delivering exceptional results. As a seasoned professional , you'll be expected to operate with significant autonomy, mentor junior team members, and contribute to the strategic direction of our enterprise onboarding processes.

You'll also play a key role in product feedback loops and process innovation-balancing independent execution with cross-functional leadership and team development.

What You'll Do : Account Onboarding

• Own the onboarding journey for large, high-complexity RIA firms and wealth management organizations from kickoff through go-live
• Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics for enterprise-scale implementations
• Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet ambitious onboarding goals
• Lead onboarding calls, data discovery sessions, and technical setup discussions with clients
• Work with RIA firms to organize and onboard extensive investment portfolios and client data, maintaining consistent communication every step of the way
• Communicate with fund managers and custodians on behalf of clients to receive and reconcile investment and account information
• Over time, take on the most complex clients and implementation challenges with increased autonomy and strategic responsibility

Data Collection and Quality

Education and Relationship Management

Communication and Relationship Building

What We're Looking For

Bonus Points If You :

A Note about us :

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 engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

Some perks of working for Arch include :