Advisor Onboarding Specialist
Core
Own end-to-end onboarding of advisory firms onto an AI wealth management platform, ensuring successful transition from post-sale to self-sufficiency.
Role type
Senior Implementation Specialist (Financial Services)
Builds
Production onboarding workflows and client implementations for wealth management firms
Domain
Financial Services / Wealth Management / B2B SaaS
Deliverable
Production ML models | product features
Required skills
Project management, cross-functional leadership, stakeholder management, process documentation, training delivery, critical thinking, problem-solving, organization, prioritization, emotional intelligence, curiosity, continuous improvement
Preferred skills
B2B financial services experience, understanding of RIAs and custodial transitions, executive presence, influence without authority
Technologies
Salesforce, Google Workspace, MS Excel
Responsibilities
Run structured discovery and tailor implementation plans; lead cross-functional efforts across Sales, CS, Ops, Product, Engineering, and Compliance; manage timelines, dependencies, and risks; train advisory teams on platform workflows; report transition health weekly; document core areas (advisor/client experience, account opening, funding, trading, billing, reporting); surface product gaps to internal teams; feed learnings back into playbooks.
Seniority
Senior, hands-on IC
