Senior Associate - Enterprise

ArchNew York, NY
1dOnsite

About The Position

We’re looking for a Senior Associate, Enterprise to support Arch’s enterprise client segment 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 enterprise 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 enterprise 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.

Requirements

  • 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 Haves

  • 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.

Responsibilities

  • Support Enterprise Account Operations
  • Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts.
  • Support operational excellence for enterprise accounts by maintaining strong standards around data integrity, documentation, and delivery timelines.
  • 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.
  • 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 enterprise client needs are met efficiently and consistently.
  • Maintain detailed account documentation and notes in internal systems to support continuity and handoffs.
  • Share insights from enterprise workflows to inform product and process improvements.

Benefits

  • 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 - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
  • Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.
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