Company Overview

Our client is a rapidly growing WealthTech company specializing in innovative solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a focus on aggregating wealth data from banks, documents, and non-bankable assets, they provide a secure, digitized platform that offers a comprehensive view of complex estates. Their mobile app empowers the next generation to manage investments, bank accounts, and family documents across global markets, addressing the challenges of generational wealth transfer.

Headquartered in Europe with a strong commitment to data security and GDPR compliance, the company hosts its infrastructure in Switzerland, appealing to clients wary of US-based data centers. Founded 15 years ago within a family office, the company has scaled to 160 employees and recently secured a $43M Series A investment, positioning it as a global contender in the WealthTech space. With offices in North America, Latin America, and Europe, they are rapidly expanding and investing heavily in client success.

Position Overview

The Client Onboarding Consultant is a high-impact, client-facing role that owns the entire post-sale onboarding journey for new Masttro clients worldwide (single-family offices, multi-family offices, private banks, wealth managers, and UHNW individuals). This is not a support or training role — it is a sophisticated project-management and consulting position that requires financial acumen, technical aptitude, and the ability to manage multiple complex implementations simultaneously while delivering white-glove service to demanding global clients.

You will act as the trusted guide who turns a signed contract into a delighted, referenceable client who sees value in weeks, not months.

Position Responsibilities

• Serve as the primary onboarding owner for 8–12 concurrent clients, creating and driving tailored implementation plans from kick-off to go-live.
• Deeply understand each client’s wealth structure, business goals, and technical environment to align Masttro’s platform to their exact needs.
• Build and present customized Client Success Plans outlining deliverables, milestones, timelines, and success metrics.
• Lead daily/weekly client calls (phone, Zoom, occasional in-person), coordinate internal resources (data aggregation, engineering, client success), and remove roadblocks.
• Demonstrate platform functionality, train power users, and translate complex wealth data concepts into clear, actionable insights.
• Proactively identify risks, escalate issues, and document recurring trends to improve the global onboarding process.
• Collaborate cross-functionally with Sales, Product, Engineering, Data Operations, and Client Success teams across Zurich, Miami, New York, and Latin America.
• Track and report onboarding KPIs, client satisfaction (CSAT/NPS), time-to-value, and adoption metrics.
• Continuously incorporate new product releases and client feedback to accelerate adoption and reduce churn risk.

Position Qualifications

Required:

• Bachelor’s degree in Business, Finance, Accounting, Economics, or related field.
• 1–3 years of client onboarding, implementation, or customer success experience in financial services, wealth management, FinTech, or enterprise SaaS.
• 1–3 years of hands-on project management (multiple concurrent projects, timelines, stakeholders).
• Solid understanding of financial securities and alternative investments (private equity, hedge funds, real estate, direct deals, etc.).
• Exceptional communication skills (verbal & written) with the ability to simplify complex technical/financial topics for C-level and trustee audiences.
• Natural project manager: organized, proactive, detail-oriented, and calm under pressure.
• Comfortable working remotely while collaborating across global time zones.

Desired (strong pluses):

• Direct experience onboarding private clients, family offices, private banks, or RIAs.
• Familiarity with wealth reporting / portfolio aggregation platforms (Addepar, iCapital, SEI Archway, Black Diamond, Canoe, Allvue, etc.).
• Previous SaaS or enterprise software implementation experience.
• Multilingual (Spanish, French, German, or Portuguese) — many clients are LATAM, European, or Middle Eastern.
• Exposure to CRM tools (Salesforce, HubSpot), project management software (Asana, Monday, Jira), and digital collaboration platforms.

Call to Action

If you live for turning complex implementations into delighted clients, love wealth management, and want to play a mission-critical role at one of the fastest-growing WealthTech companies on the planet, we’d love to hear from you. This is a rare chance to join an elite global onboarding team and make an immediate impact on HNW/UHNW clients worldwide.

Apply now, and a member of Talentfoot’s recruitment team will reach out if your background aligns.

Talentfoot Overview

Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation, and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com.