Onboarding Specialist

Signal Wealth is seeking an experienced and detail-oriented Onboarding & Transitions Specialist 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: Effective communication skills in a remote environment. Project manager: Manage competing priorities and break down high‑level goals into actionable steps. Process‑driven: Meticulous yet decisive in maintaining processes. Customer‑centric: Deliver an unparalleled customer experience with compassion. Purposeful & proactive: Articulate rationale behind work and seek out feedback. Problem solver: Find creative solutions and take ownership to move forward. What You Have Proven experience in advisor onboarding or transitions within the RIA industry. In‑depth knowledge of custodial platforms such as Fidelity and 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. Compensation & Benefits Medical, vision, and dental coverage. FSA or HSA‑eligible health plans. 3% 401(k) 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. #J-18808-Ljbffr Signal Advisors