Enterprise Onboarding Manager

Lambertville, New Jersey, United States · Sales

Description

RobustWealth is a fast-paced digital wealth management company that is changing the way investment advisors, banks, and enterprises are doing business. Our platform seamlessly integrates an array of previously modular features into one suite to optimize investing and wealth management practices. The technology suite includes: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals -&- risk based investment portfolios, and the open architecture use of investment options. Check out the positive press we've received in Financial Planning Magazine, Wealth Management Magazine, and the Philadelphia Inquirer to learn more!


At RobustWealth, we have an office culture you likely won’t find anywhere else. From the paddleboards hanging in the entrance, bikes for all employees to use, and volunteer time off, we aim to please both our clients AND employees. As a growing firm, it is important that we keep the tight-knit family culture we created from day one. With weekly team bonding activities, corporate gym memberships, team hikes, and annual trips, our office isn’t just somewhere you come to work. We have fully stocked refrigerators and pantries, lunch brought in daily, and starting this fall, an office barista who will create whatever you need to get your morning caffeine fix. Oh and did we mention our award winning swag? If you’re looking for the perfect mix of work hard, play hard, there’s no place quite like RobustWealth.


DESCRIPTION:

The Enterprise Onboarding Manager will oversee the implementation process partnering with the client and our sales, product, and advisor services teams. The Enterprise Onboarding Manager establishes and enhances client relationships through effective communication and delivery of expectations.


At RobustWealth you will:

Requirements

We are looking to hire an individual that will thrive in our culture and can make a significant impact over the long term. We look for people who have consistently demonstrated drive, determination, and academic/professional accomplishment throughout their lives. We make a large investment in our employees, and we are looking for individuals who want to make a long-term commitment to the company.

Benefits

RobustWealth offers employees a selection of healthcare plans.


***All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status***

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