Advisor Onboarding Specialist

📋 Description

• Own the delivery of client implementations from post-sale through launch, migrating committed
• Develop and maintain detailed implementation plans, managing timelines, dependencies, risks, and
• Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product
• Run structured discovery before kickoff, then tailor the plan and training to how this firm operates
• Take ownership of the firm relationship when Sales hands off, ensuring a seamless transition
• Set up the steady-state relationship with escalation paths and open items documented

🎯 Requirements

• 4+ years of experience in implementation, onboarding, transitions, or client-facing operations
• FINRA Series 7 and 63 licensed (required)
• Deep understanding of the independent wealth management industry and RIAs
• Demonstrated project management across multiple concurrent client implementations
• Executive presence with firm principals and COOs; credible beyond operations teams
• Ability to influence cross-functional teams without direct authority

🎁 Benefits

• Offices in Culver City, Dallas, San Francisco; hybrid work with 3 days/week in the office
• Competitive pay and equity for eligible roles
• Premium healthcare, dental, and vision insurance
• 401k with 4% match and immediate vesting
• 16 week paid parental leave after one year
• Professional growth including an employee mobility program and annual L&D budget