Senior Associate, Client Implementation

Job description

OUR COMPANY Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes. We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale. ABOUT THE ROLE We’re looking for a Senior Associate to support Arch’s various client segments and help ensure consistent, high-quality delivery across onboarding and post-onboarding workflows. In this role, you’ll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs, Multi-Family Offices, and advisory firms. You’ll focus on operational execution, data quality, reporting accuracy, and client readiness while helping scale the systems and processes that support account growth. This role is ideal for someone who enjoys working cross-functionally, thrives in fast-moving environments, and takes pride in delivering reliable, polished client experiences. WHAT YOU’LL DO SUPPORT ACCOUNT OPERATIONS - Support day-to-day Operations efforts by partnering closely with Account Managers and Implementation Specialists to align priorities, track account health, and execute operational initiatives. - Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts. - Support operational excellence by maintaining strong standards around data integrity, documentation, and delivery timelines. DATA QUALITY AND REPORTING SUPPORT - Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly. - Assist with client-specific reporting needs and data customization, translating technical requirements into clear, client-facing outputs. - Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed. CROSS-FUNCTIONAL COLLABORATION - Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts. - Coordinate internally to ensure client needs are met efficiently and consistently. - Maintain detailed account documentation and notes in internal systems to support continuity and handoffs. - Share insights from account workflows to inform product and process improvements. WHAT WE’RE LOOKING FOR - 1-2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field. - Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion. - Detail-oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems. - Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners. - Clear communicator who can translate operational or data-related details into actionable insights. - Familiarity with financial or data-driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared. NICE TO HAVE - Experience in wealth management, private funds, family offices, accounting, or fintech. - Exposure to concepts like IRRs, capital calls, K-1s, or NAV reporting. - Experience with SQL or interest in developing technical and data analysis skills. A NOTE ABOUT US: Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients. For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location. We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment SOME PERKS OF WORKING FOR ARCH INCLUDE: - Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly. - Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning. - Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth. - Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help. - Great office: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch. - Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break.