Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Advisor Onboarding Lead

Kestra Financial

Kestra Financial, based in Austin, TX, seeks a Supervisor, Advisor Onboarding to manage day-to-day operations, ensure a 24-hour processing turnaround, and deliver superior client service. You will mentor onboarding specialists, monitor volumes, and collaborate across departments to support advisor success while upholding regulatory compliance. The role requires a bachelor's degree or equivalent and 2+ years in financial services, with strong leadership and communication skills to drive #J-18808-Ljbffr Kestra Financial

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Advisor Onboarding Lead in Austin, TX vacancy
  • Vaco is seeking a Financial Advisor Transition Consultant in Austin, TX, to facilitate transitions for financial advisors onto the firm's platform. This role involves extensive travel and direct consulting with advisor teams. The ideal candidate should have over 4 years... 
    Suggested

    Vaco

    Austin, TX
    2 days ago
  •  ...dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent...  ...services to their clients. SUMMARY The Supervisor, Advisor Onboarding reports to the Head of Advisor Onboarding. They are responsible... 
    Suggested
    Permanent employment
    Full time
    Work at office

    Kestra Financial

    Austin, TX
    2 days ago
  • $125k

    Vaco Phoenix is partnering with a leading financial services organization in Austin to hire an Advisor Onboarding Specialist. This is a direct-hire opportunity offering up to $125,000 annually and requires approximately 80% travel. Responsibilities: Build strong relationships... 
    Suggested
    Work at office
    Local area

    Vaco Recruiter Services

    Austin, TX
    2 days ago
  • A leading financial services firm located in Austin, Texas, is seeking an Onboarding Operations Specialist to serve as the introductory voice for transitioning clients. The role involves processing new accounts, troubleshooting paperwork issues, and educating representatives... 
    Suggested

    Kestra Financial

    Austin, TX
    2 days ago
  • $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... 
    Suggested

    Vaco Recruiter Services

    Austin, TX
    2 days ago
  • $125k

    Vaco in Austin is seeking an Advisor Onboarding Specialist responsible for building relationships with advisors and providing transition support for onboarding new firms. The role requires approximately 80% travel and offers compensation up to $125,000 annually, along... 

    Vaco

    Austin, TX
    2 days ago
  • Navan is seeking a Migration Manager to lead strategic transitions for clients from Reed & Mackay to Navan. In this role, you will...  ...management. You will engage with stakeholders while fostering cross-functional collaboration to optimize onboarding. #J-18808-Ljbffr Navan

    Navan

    Austin, TX
    4 days ago
  • ClosingLock in Austin, TX is hiring an Implementation Manager to oversee the onboarding and implementation process for new SMB customers. You will act as the primary contact, working closely with Sales, Customer Success, and Engineering to ensure smooth implementations... 
    Full time
    Work at office

    ClosingLock

    Austin, TX
    5 days ago
  • SupportFinity™ in Austin, Texas is looking for an Implementation Manager to enhance the onboarding experience for new clients. The ideal candidate will manage enterprise-level clients and ensure adoption of AI features, requiring strong leadership skills and client-facing... 

    SupportFinity™

    Austin, TX
    2 days ago
  • Kestra PWS is seeking a Senior Onboarding Operations Specialist III in Austin, Texas. In this role, you'll lead complex processing and issue resolution while serving as a key point of contact for client and advisor needs. Your expertise in brokerage operations will contribute... 

    Kestra PWS

    Austin, TX
    2 days ago
  • Tavily Inc. is seeking a Sr. Manager, GTM Enablement to lead and scale their go-to-market team. This role focuses on onboarding, product enablement, and improving rep productivity in Austin, Texas. Ideal candidates will have 5+ years of experience in Sales Enablement or... 
    Remote work

    Tavily Inc.

    Austin, TX
    1 day ago
  • The University of North Texas - Denton is seeking a Senior Transfer Navigator to lead recruitment and advising initiatives for prospective transfer students. The role requires a Bachelor's degree and four years of experience in student services, focusing on community college... 
    Monday to Friday
    Afternoon shift

    University of North Texas - Denton

    Austin, TX
    2 days ago
  • $150k - $350k

     ...2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our...  ...talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion for helping clients. We're currently... 
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Brighton Jones

    Austin, TX
    3 days ago
  • Luxury Presence in Austin, Texas is seeking a Manager of Onboarding to lead the client's onboarding experience. In this role, you will guide clients from kickoff through launch, ensuring speed and quality of the onboarding journey. The ideal candidate will develop their... 

    Luxury Presence

    Austin, TX
    4 days ago
  • Superior Skilled Trades in Austin, TX, is looking for an Onboarding Team Lead to oversee onboarding operations, compliance documentation, and ensure new hires are prepared for assignment. You will support a team of onboarding specialists to ensure a streamlined process... 

    Superior Skilled Trades

    Austin, TX
    3 days ago
  • Texas Health and Human Services is looking for a Senior Advisor (Program Specialist VII) to enhance Texas Medicaid operations. The role involves managing key projects, providing executive support, and analyzing policy changes. This position requires strong leadership and... 
    Remote job

    Texas Health and Human Services

    Austin, TX
    4 days ago
  • Meltwater is looking for a skilled Implementation Manager in Austin, Texas, to ensure a seamless onboarding experience for new clients. Your primary role will involve collaborating with various teams to support client success and satisfaction throughout their journey.... 

    Meltwater

    Austin, TX
    4 days ago
  • Luxury Presence is seeking a Manager of Onboarding in Austin, Texas, to lead the onboarding team responsible for the client journey from kickoff to launch. This role demands an operationally sharp leader focused on client success. The ideal candidate will possess at least... 

    Luxurypresence

    Austin, TX
    2 days ago
  • CVS Health is seeking a results-driven Interoperability professional to drive provider adoption and onboarding of clinical data connections within a defined region. You will coordinate onboarding activities, engage providers through meetings and communications, and partner... 

    CVS Health

    Austin, TX
    4 hours ago
  • $159k - $231k

     ...Hire is looking for a Technical Program Manager to oversee the training and onboarding programs for Google's Network Delivery and Implementation team. You will leverage technical expertise to lead complex projects and improve onboarding efficiency for new hires through... 

    PMs for Hire

    Austin, TX
    13 hours ago
  •  ...looking for an experienced Implementations Manager to act as the liaison for Plan Sponsors and Financial Advisors. This role involves managing projects, enhancing onboarding experiences, and providing expertise in plan design during the transition to Vestwell's platform.... 

    Vestwell

    Austin, TX
    1 day ago
  • $67k - $70k

    Meltwater Group is seeking an Implementation Manager in Austin, Texas, to ensure seamless onboarding for new clients. This role emphasizes collaboration, customized training, and efficient solution setup. Candidates should possess excellent communication and relationship... 

    Meltwater Group

    Austin, TX
    3 days ago
  • Brighton Jones is seeking Lead Advisors in Austin, Texas, dedicated to helping clients through tailored financial solutions. The role emphasizes relationship management, leading local service teams, and providing wealth management plans. Applicants must hold a four-year... 
    Remote job
    Local area

    Brighton Jones

    Austin, TX
    3 days ago
  • Vestwell is seeking a Senior Implementations Onboarding Associate to manage onboarding projects for plan sponsors and financial advisors. This hybrid role, based in Scottsdale or other locations, requires strong project management skills and collaboration across teams.... 

    Vestwell

    Austin, TX
    1 day ago
  • $70k - $80k

    Vestwell is seeking a project manager in Austin to oversee onboarding and integrate new plans into our financial technology platform. The role focuses on coordinating with advisors and sponsors, while managing the entire onboarding process to ensure a seamless experience... 

    Albert Invent

    Austin, TX
    1 day ago
  • $57k - $63.5k

     ...is seeking a Human Resources Manager to coordinate recruitment and onboarding for both full-time and part-time positions. This role involves guiding hiring managers, managing employee records, and leading performance management training. Candidates should have a Bachelor... 
    Full time
    Part time

    Zach Theater

    Austin, TX
    13 hours ago
  • $65k

    A leading educational institution in Austin, Texas, seeks a Senior MPA Career Coach. This role focuses on career coaching, curriculum development, and strategic engagement for MPA students. Key responsibilities include leading the ACC 151 course and providing comprehensive... 

    Phase2 Technology

    Austin, TX
    2 days ago
  • $70k - $75k

    Superior Skilled Trades (SST), a leading skilled trades staffing firm, is seeking an Onboarding Team Lead to oversee onboarding operations, compliance documentation, and new hire readiness processes. This is a hands‑on, working Lead role responsible for supporting a team... 
    Hourly pay
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Afternoon shift

    SST Direct

    Austin, TX
    4 days ago
  • $85k

    Mohr Talent is seeking an Advertising & Supervision Analyst in Austin, Texas. This role involves overseeing regulatory compliance in marketing efforts and guiding financial professionals to ensure adherence to SEC and FINRA rules. Candidates should have 4+ years of experience...
    Remote job

    Mohr Talent

    Austin, TX
    4 days ago
  • Job Overview The Integrated Entities Lead Communications Specialist is the business partner responsible for developing and implementing strategic employee and external communications plans for selected entities within the DPR Family of Companies. This role ensures that... 
    Local area

    DPR Construction

    Austin, TX
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Advisor Onboarding Lead. Be the first to apply!