Client Implementation Specialist - SFO / HNWI

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're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) and high-net-worth individual (HNWI) segment -a critical, high-touch client group. In this role, you'll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they're set up 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 white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently , manage multiple onboarding workflows, 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.

What You'll Do : Client Onboarding

• Build and execute tailored onboarding plans with clear milestones and timelines
• Guide single family offices and HNWIs through account setup and data organization
• Act as a liaison between clients and fund managers to gather and reconcile account data

Data Management

Education & Enablement

Client Experience

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 :