White Glove White Glove Onboarding Specialist Remote; US- Type in family office, wealth management

Abacus Wealth Tech is redefining how wealth is monitored and managed. We track billions in assets across private clients, family offices, and registered investment advisors — combining institutional-grade infrastructure with a true white-glove service layer.

Our White Glove team is the heart of how clients experience Abacus. We do not hand clients a login and walk away. We onboard, organize, and operate alongside them.

We are hiring an Onboarding Specialist to join the White Glove team. You will lead the first 60–90 days of every new client relationship — the period where trust is built and the operating cadence is set.

The ideal candidate has lived inside a family office or worked closely with one as an accountant or controller. You know what a chart of accounts for a multi-generational family looks like. You know what reconciling alternative investments actually entails. You know the rhythm of a quarterly close and a year-end audit.

You will translate that operational expertise into a repeatable, world-class onboarding experience.

• Lead end-to-end onboarding for new private client, family office, and RIA accounts
• Coordinate with custodians, banks, and alternative investment platforms to establish data feeds
• Build the client's chart of accounts, entity structure, and reporting framework inside Abacus
• Reconcile historical data and ensure clean baselines from day one
• Train clients on the platform and establish reporting cadences that fit their needs
• Partner with Sales on pre-close calls to scope onboarding complexity accurately
• Hand off to the ongoing White Glove team with documentation that ensures continuity

• 5+ years of experience in a family office (single or multi-family), wealth management firm, or accounting role with HNW/UHNW clients
• CPA, CFA, or CFP credentials are a strong plus but not required
• Operational depth — you have closed books, run audits, reconciled custodial data, and produced consolidated reports
• Exceptional attention to detail; one wrong cost basis figure ruins a relationship
• Confidence working with sophisticated principals, advisors, and external accountants
• Strong process orientation — you can build the playbook while running the play
• Discretion. You will see real financial lives and you will treat them with the seriousness they deserve

• Direct exposure to the most sophisticated wealth holders in the country
• A team that values mastery of craft, not metrics for their own sake
• The opportunity to build the operating standard for a new category of wealth oversight

Abacus Wealth Tech is an equal opportunity employer. We celebrate diversity and are committed to building a team that reflects a wide range of backgrounds, perspectives, and experiences. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic.

Forty-five minutes with the platform and the team that runs it.