About Asora
Asora is building the future of family wealth management forFamily Offices. Our SaaS platform connects directly to banks and custodiansworldwide, automating complex financial data flows and transforming them intoclarity for families and advisors.
Family offices rely on Asora to track performance, monitorrisk, and manage their wealth across multiple entities in one place. Withpowerful reporting tools and our interactive Wealth Map, we turn complexityinto insight and enable better decision-making.
We are scaling quickly. This role is central to that growth.
The Opportunity
Asora is hiring a Client Delivery Manager to own client onboarding and delivery across our U.S. and Americas client base.
This is a high-volume, execution-focused role for someone who has done this before, owned an implementation book of work, managed multiple concurrent onboardings, and delivered results without needing direction.
You will be the primary point of contact for U.S. clients. Our headquarters is in Dublin, which means you will operate with significant autonomy, running client calls independently, managing your portfolio end-to-end, and making things happen in your time zone without real-time backup.
This role is central to Asora's growth in the Americas. The right person is a doer, not a strategist, someone who takes pride in delivery, not governance.
What You'll Own
1. Client Onboarding & Implementation
- Own end-to-end onboarding for multiple clients simultaneously
- Coordinate data setup across custodians, banks, clients, and internal teams
- Configure client structures, entities, and reporting views
- Work directly with financial data to identify and resolve discrepancies
- Drive momentum to hit onboarding milestones (e.g. Week-4 Live targets)
- Proactively identify blockers and escalate clearly when needed
2. Day-to-Day Client Delivery
- Act as the primary contact for your U.S. client portfolio
- Investigate and resolve data, reconciliation, and reporting issues
- Work with Product and Engineering (Dublin-based) to diagnose and fix issues
- Communicate clearly with clients, simplifying complexity, not adding to it
- Maintain a high standard of responsiveness and follow-through
3. Ongoing Client Success
- Support clients post go-live to drive strong platform adoption
- Guide clients on best practices across reporting and workflows
- Identify risks early and act before they become problems
- Contribute to improvements in delivery processes and onboarding frameworks
What Success Looks Like (First 6 Months)
- Managing multiple concurrent U.S. client onboardings independently
- Delivering clients live within agreed timelines consistently
- Operating as the trusted day-to-day contact for your portfolio, without escalating to Headquarters for routine matters
- Resolving data and delivery issues with minimal oversight
- Demonstrating clear pipeline awareness and proactive risk management
- Leaving clients with a high confidence in Asora's service
What This Role Is (and Is Not)
This role is:
- High-volume and execution-focused, you will manage multiple onboardings simultaneously
- Autonomous, you are the local operator for the Americas, trusted to run independently
- A balance of client-facing relationship management and hands-on data problem solving
- Fast-paced, with multiple clients and competing priorities at any given time
This role is not:
- A strategic leadership or "head of" role
- A renewals or account management function
- A role where you wait for direction or rely on senior oversight for day-to-day decisions
You will be expected to own delivery, make decisions, and drive outcomes not manage upward.
Who You Are
- 3+ years of experience in fintech, financial services, or a data-heavy SaaS environment
- You have directly owned a client onboarding or implementation function and delivered it at volume
- You are highly execution-oriented, you get things done and hold yourself accountable to timelines
- You are as comfortable in the detail of a data discrepancy as you are on a senior client call
- You know when to escalate and when to solve it yourself
- You manage multiple clients and priorities without losing quality or pace
- You communicate with clarity and confidence with clients, with colleagues, and across time zones
Required Experience
- Direct experience in client onboarding, implementation, or professional services delivery
- Demonstrable track record of delivering onboardings or implementations within defined timelines
- Wealth management, family office, or asset management domain experience, your clients will expect it
- Comfort working with financial data, portfolios, reporting outputs, and data reconciliation
- Experience operating in a remote or distributed team environment with significant autonomy
Nice to Have
- Familiarity with multi-entity structures or complex family office reporting requirements
- Experience with SaaS platforms in the wealth or fintech space
- Exposure to APIs, data feeds, or custodian integrations
The Team
You will join Asora's Service & Delivery function,reporting to the Global Head of Service & Delivery (Dublin). You will work closely with Product, Engineering, and Sales.
Our support and technical team is based in Dublin, complex data and technical issues can be escalated there, but your clients' day-to-day experience is yours to own.
Compensation
The base salary range for this role is $80,000 – $100,000, depending on experience, skills, and location. This role also includes a performance-based bonus and a competitive benefits package.
Candidates must be legally authorised to work in the United States without current or future visa sponsorship, and must be able to begin employment on their agreed start date.
