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
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- ...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...SuggestedPermanent employmentFull timeWork at office
$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...SuggestedWork at officeLocal area- 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
$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$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...- 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
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...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 timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- 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...
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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...- 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 jobLocal area
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$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...$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 timePart time$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...$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 payTemporary workWork at officeLocal areaMonday to FridayAfternoon shift$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- 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
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