Onboarding & Transitions Concierge Lead
Cetera Financial Group
Cetera Financial Group is seeking an Onboarding and Transitions professional to drive efficient account migrations and serve as the primary onsite liaison for financial professionals and their teams. The role emphasizes proactive service, training coordination, and cross-team collaboration to accelerate asset movement. Travel to client offices up to 80-90% is required, with a focus on compliance, accuracy, and delivering a white-glove onboarding experience to accelerate transitions and adoption #J-18808-Ljbffr Cetera Financial Group
Vacancy posted 3 days ago
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