ZipRecruiter

Log In

1

Client Onboarding Project Manager Jobs in Washington

Global Impact

IT Manager - Client Support

Washington, DC · Hybrid

$95K - $110K/yr

Manage all phases of new client onboarding, including kickoff and alignment, implementation and ... Collaborate in the planning, design, and execution of IT initiatives and projects, ensuring ...

MBO Partners

Implementation Project Manager

Ashburn, VA · Remote

Drive client onboarding and program go-lives, ensuring projects are delivered on time, within scope ... Lead change management efforts, engaging stakeholders to ensure adoption of new processes, systems ...

Salute Inc.

Project Manager

Fairfax, VA · On-site

Conducts pre-project meetings with client's local POC and ensures project goals are established  ... Involved with new hire onboarding from Talent Acquisition requests, through candidate interviews ...

Salute Inc.

Project Manager

Manassas, VA · On-site

Conducts pre-project meetings with client's local POC and ensures project goals are established  ... Involved with new hire onboarding from Talent Acquisition requests, through candidate interviews ...

Salute Inc.

Project Manager

Herndon, VA · On-site

Conducts pre-project meetings with client's local POC and ensures project goals are established  ... Involved with new hire onboarding from Talent Acquisition requests, through candidate interviews ...

Salute Inc.

Project Manager

Leesburg, VA · On-site

Conducts pre-project meetings with client's local POC and ensures project goals are established  ... Involved with new hire onboarding from Talent Acquisition requests, through candidate interviews ...

Salute Inc.

Project Manager

Chantilly, VA · On-site

Conducts pre-project meetings with client's local POC and ensures project goals are established  ... Involved with new hire onboarding from Talent Acquisition requests, through candidate interviews ...

Data Society

Project Manager

Washington, DC · On-site +1

Please note that this role is tied to a client contract and is structured as an initial 9-month ... Onboarding, Scope & Readiness Support: Coordinate system access, environment provisioning, and ...

USM

Urgent Need Project Manager

Rockville, MD · On-site

$100K - $118K/yr

Hi Friends, Hope you are doing great, I have an urgent requirement from one of my esteem client, I ... on boarding projects SME in the IPsoft IPcenter KT work stream for account onboarding, SOP ...

Cushman & Wakefield

Project Manager

Washington, DC · On-site

... client expectations are effectively managed. The position provides regular project updates to ... Vendor & Construction Management 1. Assist in the selection, onboarding, and management of ...

W3Global Inc.

Project Manager

Washington, DC

$85K - $110K/yr

Company Description Our client, established in 1985, is water infrastructure services company ... Build and manage the field workforce, including hiring, onboarding, performance management, and ...

Uscreen

Onboarding Specialist

Washington, DC · Remote

In this role, you'll blend project management, platform expertise, and customer relationship ... Experience collaborating cross-functionally to execute client deliverables on time. * High ...

Uscreen

Onboarding Specialist

Washington, DC · On-site

In this role, you'll blend project management, platform expertise, and customer relationship ... Experience collaborating cross-functionally to execute client deliverables on time. * High ...

next page

Showing results 1-20

All JobsClient Onboarding Project JobsClient Onboarding Project Manager JobsClient Onboarding Project Manager Jobs in Washington

Client Onboarding Project Manager information

See Washington salary details

$43.6K

$116.3K

$183.5K

How much do client onboarding project manager jobs pay per year?

As of Aug 28, 2026, the average yearly pay for client onboarding project manager in Washington is $116,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,900.00 and $139,300.00 per year, depending on experience, location, and employer.

What does a client onboarding project manager do?

A Client Onboarding Project Manager is responsible for guiding new clients through the onboarding process after they sign a contract with a company. They coordinate across departments to ensure that all client requirements are met, manage timelines, and address any issues that arise during setup. Their goal is to provide a smooth and positive experience for clients as they transition into using the company's products or services. This role requires strong project management, communication, and problem-solving skills to ensure client satisfaction and successful onboarding.

What are the key skills and qualifications needed to thrive as a client onboarding project manager?

To thrive as a Client Onboarding Project Manager, you typically need strong project management skills, a background in business or finance, and relevant experience in client onboarding processes. Familiarity with CRM software, project management tools like Asana or Jira, and sometimes certifications such as PMP or Prince2 are highly valuable. Excellent communication, problem-solving, and organizational skills help build client trust and ensure seamless project delivery. These abilities are crucial for efficiently managing complex onboarding processes and delivering a positive client experience.

What are some common challenges a client onboarding project manager faces during the onboarding process, and how can they be addressed?

A Client Onboarding Project Manager often encounters challenges such as managing complex client requirements, coordinating across multiple internal departments, and ensuring timely communication. Each client may have unique needs, which requires adaptability and strong organizational skills. Proactively setting clear expectations, maintaining detailed project plans, and fostering collaboration between teams can help streamline the process and prevent delays. Building strong relationships with both clients and internal stakeholders is also crucial for resolving issues quickly and ensuring a smooth onboarding experience.

What are popular job titles related to Client Onboarding Project Manager jobs in Washington?

For Client Onboarding Project Manager jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Project Manager jobs in Washington look for?

The top searched job categories for Client Onboarding Project Manager jobs in Washington are:

Client Onboarding Project Manager jobs near you
Infographic showing various Client Onboarding Project Manager job openings in Washington as of June 2026, with employment types broken down into 62% Full Time, 25% Part Time, and 13% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $116,297 per year, or $55.9 per hour.

Client Onboarding Specialist - Financial

TritonPoint Wealth LLC

Chevy Chase, MD • On-site

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

CAREER OPPORTUNITY

Client Onboarding Specialist

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Operations & Client Service

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking a Client Onboarding Specialist to join our growing organization.

THE ROLE

About the Position

This role was created to provide dedicated operational and client service support, allowing our advisors and relationship managers to focus on high-value client engagement. You will own the new client journey from initial paperwork through platform setup, serving as the day-to-day point of contact throughout the onboarding process.

You will work directly alongside experienced advisors, interfacing with custodians (Schwab and Fidelity) and our core technology applications including SalesForce, DocuSign, Addepar, and eMoney.

RESPONSIBILITIES

Key Responsibilities

CLIENT ONBOARDING & EXPERIENCE

• Manage end-to-end onboarding for new clients, ensuring every touchpoint reflects TritonPoint Wealth’s client-first culture.

• Coordinate and process new account paperwork across Schwab and Fidelity custodians with accuracy and care.

• Set up and maintain client profiles in Salesforce, Addepar, and eMoney applications.

• Serve as the primary client contact during onboarding, providing clear updates and proactive communication.

• Facilitate introductions to advisors and schedule onboarding calls, reviews, and follow-up touchpoints.

OPERATIONS & ADMINISTRATIVE SUPPORT

• Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.

• Prepare and distribute client communications, onboarding materials, and reports on behalf of advisors.

• Coordinate asset transfers (ACAT and non-ACAT), working with custodians to resolve delays and exceptions.

• Identify and escalate paperwork errors or transition issues in a timely, professional manner.

ALTERNATIVE INVESTMENTS ONBOARDING & OPERATIONS

• Manage end-to-end investment subscription processing and documentation review.

• Coordinate and track additional compliance requirements (AML/KYC, NGO, etc.).

• Process and track capital activity, including capital calls and redemption requests.

• Update funds custodians during client account registration changes.

TECHNOLOGY & PROCESS IMPROVEMENT

• Proactively identify opportunities to reduce friction and improve the client onboarding experience.

• Contribute to documentation of workflows, scripts, and standard operating procedures as the firm scales.

WHAT WE’RE LOOKING FOR

Preferred Qualifications

• 2+ years in client service, onboarding, or operations within financial services (RIA, broker-dealer, or custodian preferred).

• Familiarity with SalesForce, Addepar, eMoney, Fidelity, or Schwab platforms is a significant plus.

• Exceptional attention to detail and organizational skills; able to manage multiple priorities simultaneously.

• Strong interpersonal and written communication skills with a professional, empathetic client-facing demeanor.

• Proficiency with Microsoft Office Suite; DocuSign experience a plus.

• Bachelor’s degree preferred or equivalent professional experience.

• Self-starter who thrives in a fast-paced, collaborative, growing environment.

COMPETENCIES

Core Competencies

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex paperwork and multi-step processes with meticulous attention to detail.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.

WHY JOIN

Why TritonPoint Wealth?

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”

TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.