Onboarding Specialist
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Job Description
Onboarding & Transitions Specialist facilitating advisor transitions to Signal Wealth. Focused on ensuring a seamless onboarding experience for investment advisors on the platform.
Responsibilities:
- Act as a trusted guide for RIAs and Investment Advisor Representatives (IARs)
- Serve as the main operational liaison for new advisors
- Coordinate full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support
- Collect, organize, and review client data; prepare advisory documents with high accuracy
- Manage the transfer of client accounts and assets, ensuring timely updates from custodians
- Proactively identify potential transition roadblocks and resolve issues
Requirements:
- Proven experience in advisor onboarding or transitions within the RIA industry
- In-depth knowledge of custodial platforms (e.g., Fidelity, Schwab) and RIA operational workflows
- Exceptional organizational and project management skills, with the ability to handle multiple transitions simultaneously
- Strong interpersonal and communication skills—both written and verbal
- Meticulous attention to detail and a high level of accountability
- Ability to thrive in a client-focused, high-performance culture
Benefits:
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401k company contribution with no vesting period
- Paid parental leave for all parents
- Learning & Development stipend
- Wellness Programs
- Flexible vacation policy
- Dedicated sick days
- 10 company-wide holidays
- $500 for your home office setup
- Flexible, hybrid working environment
- Annual all-company retreat
- Competitive equity package based on on role and level
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