Y TREE is seeking a Client Onboarding Lead to redefine how onboarding works for complex, multi-structure client groups. You will own end-to-end onboarding design, collaborating with New Client Relationships and Product teams to build a tech-enabled, scalable process while preserving a personalised client experience.
You will guide high-stakes onboarding, act as the client advocate with advisers, and ensure compliance as you optimize SoW/SoF handling across ultra‑high‑net‑worth structures.
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UHNW Client Onboarding & Experience Lead in London employer: Y TREE
Y TREE is an exceptional employer that fosters a dynamic and innovative work culture, perfect for those passionate about technology and AI. With a strong emphasis on employee growth, we offer opportunities to collaborate with talented professionals in a hybrid environment, ensuring a balance between teamwork and independent thinking. Our commitment to modern engineering practices and the use of cutting-edge tools empowers our team to create impactful client experiences in the heart of London.
