Transitions Onboarding Consultant (Remote | 40% Travel)
Osaic
Osaic is seeking a Transitions Onboarding Consultant to provide a seamless onboarding experience for Financial Professionals. This hybrid role involves both advisor-facing consulting and operational execution, requiring strong communication and organizational skills. The ideal candidate will possess transition experience, the ability to manage multiple projects, and a thorough understanding of asset movement processes. Qualifications include a Bachelor's Degree preferred, and industry licenses such as SIE, series 6, or 7 are advantageous. This role requires up to 40% travel throughout the US and an annual salary of $65,000 - $75,000 with a 10% bonus. #J-18808-Ljbffr
Vacancy posted 5 days ago
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