Onboarding Program Lead, Enterprise

📋 Description

• Own end-to-end onboarding for the most complex Enterprise engagements, staying the primary point of
• Translate how a firm actually operates — its structure, tech stack, operating model, and business
• Design each engagement around how the firm is actually organized — the right sessions, for the
• Get creative inside real constraints — position the platform's strengths credibly, design workable
• Keep product gaps, accommodations, and open asks centralized and visible to both sides, so
• Set the Enterprise standard — playbooks, milestone definitions, decision points, and what a

🎯 Requirements

• 7+ years in implementation, onboarding, transitions, or solutions consulting within financial
• FINRA Series 7 and 63 required
• Consultative depth on how large advisory firms and platforms actually run — operating models
• Demonstrated experience leading complex, multi-stakeholder implementations for enterprise or
• Discipline to structure a solution rather than improvise one — reflecting the problem back
• Executive presence and exemplary written, verbal, and facilitation skills — credible when the

🎁 Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, Dallas, TX, and San Francisco, CA. Our
• Competitive pay and equity for eligible positions
• Premium healthcare, dental, and vision insurance plans (HMO and PPO)
• 401k savings plan with a 4% match and immediate vesting
• 16 week paid parental leave after one year of employment
• Professional growth and development opportunities including an employee mobility program and an