Wealth Management Advisor Onboarding Transition Specialist
Core
Ensure seamless transition for newly acquired advisors during their first four months by managing client data migration, system setup, and operational integration.
Role type
Senior IC operations specialist (advisor onboarding)
Builds
Operational readiness for new advisors and their client portfolios
Domain
Wealth management / Financial services operations
Required skills
Client data migration, Salesforce CRM, Orion portfolio management system, onboarding plan development, training coordination, stakeholder liaison, project tracking, administrative logistics, transition documentation
Preferred skills
M&A experience in wealth management, RIA compliance knowledge, PMP/CAPM certification, change management principles
Responsibilities
Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system, Develop and execute customized onboarding plans tailored to each advisor's background, Schedule and coordinate training sessions covering services, procedures, compliance, and technology platforms, Serve as primary advisor contact for questions, troubleshooting, and issue escalation, Coordinate logistics including technology setup, office space, and marketing materials, Conduct comprehensive handoffs with detailed transition documentation at the 4-month mark