Director of Advisor Transitions & Onboarding Excellence
Integrity
Integrity Wealth is seeking a Senior Director, Advisor Transition to lead a 17-person function responsible for moving newly recruited advisors and their books onto the platform with a white-glove experience. The leader will own the end-to-end transition playbook, from pre-resignation readiness to platform adoption. As head of the Transition Center of Excellence, you will guide the transitions organization, manage vendor capacity for surges, ensure day-one readiness, and drive improvements in #J-18808-Ljbffr Integrity
- ...Integrity Wealth is seeking a Senior Director, Advisor Transition to run the function that moves newly... ...spanning the Transition Center of Excellence, project leadership, and shared services... ..., including direct leadership of an onboarding or transition function. Has...SuggestedLocal areaFlexible hours
- ...complex, statewide IT environment. The Transition Director will hold overall accountability for... ...leading service transitions or onboarding of new providers. Demonstrated experience... ...but not limited to: Word, PowerPoint, Excel, and Outlook. Must be able to...SuggestedFull timeContract workWork experience placementWork at officeImmediate startRemote workWork from homeFlexible hours
$125k
...leading financial services organization in Austin to hire an Advisor Onboarding Specialist. This is a direct-hire opportunity offering up to... ...and ensuring a positive user experience Provide onsite transition support for newly affiliated advisor firms, assisting with onboarding...SuggestedWork at officeLocal area- Kestra Financial seeks an Onboarding Consultant to manage the transition of new financial advisors and their teams to the Kestra platform. You will serve as the primary point of contact, coordinating tasks across multiple departments to ensure a smooth, timely transfer...Suggested
- ...expanding and looking to grow our team with a new Centre Assist Onboarding Technical Consultant ! Position Summary The Onboarding... ...privilege management, and vulnerability-management platforms • Excellent written and verbal communication skills, including the ability...SuggestedFull timeWork at officeLocal areaRemote work
- ...to thrive. The Goodwill Excel Center for Adults opened in... ...POSITION SUMMARY: The Director of Student Pathways (DSP) provides... ...from enrollment and onboarding through persistence, coaching... ...workforce readiness, post-secondary transition, and alumni engagement across...ApprenticeshipInternshipWork at officeLocal areaMonday to FridayAfternoon shift
$100k
...Chapter Director – Where Leadership Meets Unlimited Earning Potential... ...to run existing ventures or transition into full-time leadership.... ...directly to performance Excellent at building authentic relationships... ...: Comprehensive onboarding and leadership development programs...Full time- .... We're looking for a Director, Head of Global Recruiting... ...to-work verification, onboarding, and background checks... ...candidate-to-employee transition Build and evolve... ...acting as a strategic advisor on talent and... ...quality or volume Bring excellent judgment, discretion,...Work at officeLocal areaWorldwideRelocationWork visa
- ...renewable energy and accelerate the transition to a low carbon world. Our... ..., commercially-minded Director of Asset-Backed Trading to lead... ...coordination of RFI responses, onboarding, and drafting of... ...expansion Working knowledge of Excel, SQL, Python, or similar tools...Contract workShift work
$65k - $125k
.... Job Summary The Lifecycle Advisor serves as a trusted advisor... ...the customer lifecycle, from onboarding through renewal and expansion... ..., upgrades, downgrades, and transitions. Ensure accurate, timely,... ...high standards of operational excellence and data accuracy across customer...Contract workWorldwideFlexible hours- ...vision, prioritizing investments, shaping roadmaps, and delivering results across risk and control platforms. The ideal candidate will excel in stakeholder management, translate complex regulatory needs into scalable tech, and drive execution in a global, multi-project...
$200k - $220k
...0.00/yr - $220,000.00/yr Overview We are seeking a strategic Director of People with high emotional intelligence and strong executive... ...People will lead the full employee lifecycle—from hiring and onboarding to performance, engagement, learning, compliance, and benefits...Full timeWork at office- ...screening, and interviewing candidates. Conduct onboarding and orientation programs for new hires, ensuring a smooth transition into the organization. Provide guidance and... ...policies, procedures, and employment laws. Excellent communication and interpersonal skills. Ability...
$95k - $120k
...$120,000 Reports to: Director of Integration & Transformation... ...on innovation and excellence, we prioritize... ...corporate team and external advisors. You will take... ...walking them through onboarding, and bringing them onto... ...around close. Transition acquired employees onto...Work at officeImmediate start$142.6k - $261.5k
...underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs,... ...alternative solution options, working closely with client counterparts. Excellent written and verbal communication skills for technical writing...Work experience placementSummer holidayFlexible hours- Structured Finance - Structured Credit & CLOs, Associate Director - Austin Requisition ID: 49437 Business Unit: Fitch Ratings Category... ...Team: A collaborative, team-oriented work environment where excellent communication skills are essential An opportunity to be a...Temporary workWork at officeImmediate start3 days per week
$164k - $261.5k
...Salesforce. We are looking for a Director, Executive Talent... ...moments such as leadership transitions, strategic shifts, executive... ...organizational changes, and executive onboarding. Bring rigor and polish to... ..., discreet, pragmatic, and excellent at managing complexity...Shift work$65k
...digital content curation Recruitment, onboarding, and management of student workers, including... ...skills, professional presence, and excellence in both oral and written communication.... ...professionals navigating career transition. Relevant education and experience may...For contractorsWork experience placementWork at officeImmediate startRemote workFlexible hoursWeekend workAfternoon shiftWeekday work- Integrity Wealth in Austin, TX, is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform with about $55 billion in client assets and over 1,100 advisors. This executive owns New Store Sales end...
- Pos Ition Summary Integrity Wealth is seeking a Vice President, Advisor Growth & Transitions to lead advisor recruiting and the transition organization for a platform of $55 billion in client assets and more than 1,100 advisors. This executive owns New Store Sales end...Local area
$125k
Vaco Recruiter Services is seeking an Advisor Onboarding Specialist in Austin to strengthen relationships with new and existing advisors. This direct-hire opportunity offers a salary of up to $125,000 annually and requires about 80% travel. The ideal candidate will support...$142.6k - $261.5k
...underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs,... ...alternative solution options, working closely with client counterparts. Excellent written and verbal communication skills for technical writing...Work experience placementSummer holidayFlexible hours$100k - $120k
...enterprise People Operations Center of Excellence, such as Engagement or Performance Management... ...You're comfortable leading structured onboarding and orientation sessions, and you have... ...Onboarding team to support smooth transitions of new team employees onto Powered by PLACE...For contractorsRemote work$96.18k - $123.1k
...projects. Serves as a liaison and advisor within the department and... ...& Workers’ Compensation. Excellent communication skills across verbal... ...available after an initial onboarding period Benefits Working with... ...easily with access to public transit and bike-friendly infrastructure...Full timeZero hours contractLocal areaRemote workMonday to FridayWeekend workAfternoon shift$85k
Job Posting Title: Associate Director, Academic Advising &... ...operations, orientation and transition programs, enrollment management... ...student progression, academic excellence, and timely degree completion... ...innovative approaches to advising, onboarding, academic program...For contractorsWork at officeLocal areaImmediate start- ...organizing efforts, develop volunteer infrastructure, and translate community interest into policy momentum for pro-housing and pro-transit initiatives. You will build systems, coordinate coalition activities, and help drive campaigns with a hands-on approach to...Part time
- LPL Financial in Austin, TX seeks a Transition Support Partner to lead advisor transitions across business lines. You will act as the subject matter expert on LPL technology, processes, and best practices, providing training tailored to each advisor’s needs and ensuring...
- ...efficiency, and support. Our advisor-focused culture is built on... ...hands-on coordination for firm onboarding, brand migration, marketing... ...Wealth Support new or transitioning firms with brand and website... ...environment committed to professional excellence Help clients navigate...Work at office
$125k - $160k
...objectives. You’ll act as a trusted advisor and change agent, helping... ...strong business acumen, excellent interpersonal skills, success... ...Acquisition to fill open positions, onboard new hires and build strong... ...and support throughout transitions. This involves clear communication...Full timeImmediate startFlexible hours- ...position reports to the Senior Director of People & Culture for... ...Critical Center of Excellence. As data center construction... ...experience by owning onboarding and offboarding tasks for... ...needed to ensure a smooth transition. Be a trusted advisor, coaching project leadership...Work at officeRelocation
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