About the job
Join Our Team at Arch
Arch is an innovative Series B financial technology firm dedicated to automating the management of private investments. Our platform enhances access, understanding, and the overall investing experience across various asset classes.
Private investments, including venture capital, hedge funds, and private equity, constitute about 25% of the investment landscape. Traditionally, investors, advisors, and managers have relied on cumbersome spreadsheets and disorganized systems to track numerous investments, leading to inefficiencies and errors. Arch revolutionizes this process.
Our platform consolidates data, documents, and insights, streamlining the information gathering process and empowering investors to make informed decisions, ultimately improving financial outcomes.
As a rapidly expanding team of over 200 professionals, we serve more than 400 clients, including some of the largest banks and financial institutions in the U.S. Our company has consistently doubled in size since its inception, and we are actively hiring across all departments to support our growth.
About the Position
We are seeking a dedicated Client Implementation Specialist to oversee the onboarding process for our enterprise segment, which includes registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices requiring sophisticated, scalable solutions. In this role, you will guide enterprise clients through intricate onboarding processes, assist in migrating extensive investment portfolios and data systems, and ensure their long-term success on our platform.
This is a highly client-facing position that demands someone who excels in relationship building, earns trust quickly, and delivers exceptional service. You will navigate complex organizational structures with professionalism and strategic thinking while providing institutional-grade service. Additionally, we are looking for a self-starter who can work autonomously, manage multiple large-scale onboarding projects, and proactively resolve issues without constant supervision.
You will also play a crucial role in providing feedback for product enhancements and improving our internal onboarding processes, balancing independent execution with teamwork and training initiatives.

