Onboarding Specialist

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country. We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions. Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! THE JOB Signal Wealth is seeking an experienced and detail-oriented Onboarding & Transitions Specialist to join our dynamic team. This role is critical to the success of investment advisors joining our platform, ensuring a seamless and efficient transition process from start to finish. If you are customer-centric, thrive in a fast-paced environment, and have a deep understanding of the Registered Investment Advisor (RIA) space, we’d love to hear from you. What You’ll Get To Do Serve as a Primary Contact: Act as the main operational liaison for new advisors, providing ongoing support and guidance throughout their onboarding and transition journey. Facilitate Onboarding Processes: Coordinate the full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support. Document Preparation & Data Management: Collect, organize, and review client data; prepare and generate advisory documents using multiple systems and reporting tools with a high level of accuracy and compliance awareness. Transition Oversight: Manage the transfer of client accounts and assets, ensuring timely and accurate updates from custodians such as Fidelity and Schwab. Keep all internal and external stakeholders informed throughout the process. Issue Resolution: Proactively identify potential transition roadblocks. Communicate directly with custodians via phone and platform interfaces to resolve issues promptly and effectively. Stakeholder Communication: Maintain clear, consistent, and proactive communication with advisors, internal teams, and third-party vendors to ensure expectations are aligned and transitions stay on track. What We’re Looking For In Team Members Intentional Communicator Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible. ️ Project Manager You are able to skillfully manage competing priorities and breakdown high-level goals into more bite-size, achievable actions with a high‑organized approach. Process-Driven You’re someone that geeks out on processes and is a sucker for making sure things stay on track. The goal is to be meticulous enough for quality output but not meticulous to the point of indecision. Customer Centric You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze. Purposeful & Proactive You don’t do something just because. You can clearly articulate the rationale behind your work. You are proactive and seek out feedback to iterate on your work. Problem Solver Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward. What You Have Proven experience in advisor onboarding or transitions within the RIA industry In-depth knowledge of custodial platforms (e.g., Fidelity, Schwab) and RIA operational workflows Exceptional organizational and project management skills, with the ability to handle multiple transitions simultaneously Strong interpersonal and communication skills—both written and verbal Meticulous attention to detail and a high level of accountability Ability to thrive in a client-focused, high-performance culture WHAT WE VALUE @ SIGNAL We’re obsessed with finding a better way . Never settle for less. We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time. We raise our level of awareness . Everything starts with awareness. We’re curious and alert to what is happening around us. We find inches everywhere around us . There are thousands of opportunities to make an impact. We take those opportunities and act. We do the right thing . Sticking to the highest standard of integrity is not optional. We have strong opinions, loosely held . It’s not about WHO is right, it’s about WHAT is right. Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple. Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone. We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution. We launch big ideas and then obsess over feedback to learn how we can make it even better. Compensation & Benefits The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. In Addition To Salary, Our Team Members Benefits Include Medical, vision, and dental coverage FSA or HSA-eligible health plans 3% 401k company contribution with no vesting period Paid parental leave for all parents Learning & Development stipend Wellness Programs Flexible vacation policy Dedicated sick days 10 company-wide holidays $500 for your home office setup Flexible, hybrid working environment Annual all-company retreat Competitive equity package based on role and level Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description. #J-18808-Ljbffr