UHNW Client Onboarding & Experience Lead

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.