Transitions Onboarding Consultant-2
Core
Support new Financial Professionals moving their existing business to Osaic by delivering seamless onboarding, repapering, and asset movement execution across all channels.
Role type
Onboarding Consultant (Financial Services Transition)
Builds
Seamless onboarding and repapering experience for Financial Professionals
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Account opening and transfer process knowledge, asset movement expertise, project organization, prioritization, multi-project handling, troubleshooting, escalation, data gathering, forms preparation, submission monitoring, NIGO resolution, process improvement
Preferred skills
Industry licenses (SIE, Series 6, 7, 65, 66, 24/26), previous financial services experience
Technologies
N/A
Responsibilities
Advisor-facing transition consulting for all channels, Repapering & asset movement execution, Cross-functional partnership and optimization, Data gathering, forms preparation & submission, NIGO paperwork monitoring & resolution, Troubleshoot and escalate transition issues, Identify process improvements
Seniority
Mid-level, hands-on IC
