This role is pivotal in managing the onboarding, conversion, and transition of financial services clients to a sophisticated cost basis and tax reporting platform. You will coordinate across clients and internal teams to ensure accurate data migration, regulatory compliance, and seamless account transitions. The position combines client-facing engagement, project management, and product insight to deliver an exceptional onboarding experience. The ideal candidate is detail-oriented, analytical, and proactive, with the ability to manage multiple client projects simultaneously while providing clear guidance and support. This role offers visibility across cross-functional teams and opportunities to influence both operational and product improvements.