Advisor Onboarding Program Lead, Enterprise
Core
Lead end-to-end onboarding for the most complex Enterprise engagements ($1B+ RIAs, aggregators, API-first shops), translating firm operations into transition plans and setting standards for the broader team.
Role type
Senior individual contributor program lead (enterprise onboarding)
Builds
Enterprise onboarding playbooks, milestone definitions, and standardized transition processes for large advisory firms
Domain
Financial services / Wealth management / RIA onboarding
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Implementation leadership, FINRA Series 7 & 63, consultative depth on large advisory firm operations, multi-stakeholder project management, executive presence, systems thinking, high emotional intelligence
Preferred skills
Experience at a custodian, enterprise wealth platform, or large RIA, experience with breakaway/aggregator/API-first/acquisition firm types
Technologies
ACAT, non-ACAT transfers, NIGO resolution, multi-DBA, sub-firm hierarchy, reporting integrations
Responsibilities
Own end-to-end onboarding for complex Enterprise engagements from sales handoff to operational readiness; Define and enforce Enterprise onboarding standards and playbooks; Synthesize feedback across engagements to improve the operating model; Partner with Operations on queue alignment and migration data; Report to leadership on Enterprise volume, pacing, risk, and capacity
Seniority
Senior, hands-on IC with potential for people leadership
