Client Implementation Specialist

RIA in a Box Careers Page

We are looking for a highly motivated and energetic individual to join our rapidly growing team as a client implementation specialist. This role will be based in our Cleveland office with a hybrid in-office and remote schedule. This role helps lead our new client software on-boarding process and plays a critical role in our client lifecycle. You will be responsible for guiding clients through the initial software setup and staff training. The registered investment adviser ("RIA") firms we work with vary in size and complexity, so we are looking for an individual with strong communication skills, a passion for helping others, an interest in problem-solving, and the organizational skills to manage a number of concurrent new client on-boardings. You must be comfortable working in a casual, fast-paced office environment.

You can learn more about our team and company culture here:

What You'll Do

  • Serve as the ambassador for new clients joining our service to ensure a successful on-boarding process
    to the MyRIACompliance software platform
  • Engage clients through regular strategic calls to drive platform adoption
  • Ensure all clients complete the necessary on-boarding steps in a timely and seamless manner
  • Train and educate clients on how to effectively utilize the MyRIACompliance tools
  • Lead on-boarding and training for third-party software integrations
  • Implement new processes and recommendations to improve the client on-boarding process
  • Become a Salesforce expert to help manage and track all new client interactions

What We're Looking For

  • Enthusiasm for helping fellow entrepreneurs improve their business
  • Passion for working in a fast-paced small company environment
  • An exemplary work ethic and willingness to be trained
  • High level of organization and self-motivation
  • Exceptional phone, online presentation, writing, and interpersonal skills
  • Previous implementation or training experience is a plus but not a requirement


  • Attractive base salary + performance based bonus
  • Three weeks paid time off, plus holidays.
  • Exceptional medical, dental, and 401k plan benefits
  • Complimentary access to onsite corporate fitness center and gym
  • Directly contributing to the growth and success of a rapidly growing business
  • Ongoing professional development and direct training
  • Fun and casual office environment

Think you're a good fit?

RIA in a Box® is a fast-growing, entrepreneurial financial services and technology firm, providing the leading number of registrations and ongoing compliance services to RIAs throughout the United States. Our mission is to provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice.
 RIA in a Box is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.