Company: Y Tree
Location: London
Job Description:
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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Posted: October 15th, 2026