Rep Relationship & Onboarding Lead
Integrity
Integrity in Dallas is seeking a Rep Relationship Manager to oversee the relationship of new financial representatives from recruiting through transition onboarding, ensuring alignment with Integrity Wealth's goals and compliance procedures. The role includes delivering training to firms, coordinating onboarding projects, supporting recruiting updates, and developing marketing materials to attract advisors. A strong communicator with broker-dealer/RIA experience is essential. #J-18808-Ljbffr Integrity
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Rep Relationship & Onboarding Lead in Dallas, TX vacancy
- State Street is seeking a senior leader for Client Onboarding & Implementation to build and scale an onboarding... ...capabilities embedded throughout the journey. Leading this function, you will connect Sales, Relationship Management, Operations, Service, Product, and Risk...Suggested
- ...content Current openings at Altruist Back to jobs Advisor Onboarding Program Lead, Enterprise Dallas, TX About Altruist Altruist is transforming... ...models, back-office structure, custodial and vendor relationships, tech stacks, and where transitions break down at scale Demonstrated...SuggestedWork at officeImmediate start3 days per week
- ...seeking a Human Resources Manager - Talent Sourcing, Onboarding & Community Partnerships to build a strong talent pipeline... ...calendar, partner with department leaders, lead job fairs, and foster relationships with schools and nonprofits to attract hospitality professionals...Suggested
$110k - $207.5k
...Custody & Clearing is seeking a senior leader for Client Onboarding & Implementation to establish, lead, and scale the onboarding and client acclimation... ...return their focus to growth. By connecting Sales, Relationship Management, Operations, Service, Product, Technology...SuggestedTemporary workFlexible hours- ...process wires and transfers, and open/close accounts in a fast-paced environment. You will maintain accurate records and support relationship managers across wealth management services. Ideal candidates have 3-5 years of related experience, strong knowledge of banking...Suggested
- Job Summary The Rep Relationship Manager will manage the relationship of new financial representatives to Integrity... ...for new firms joining Integrity. Assist and lead projects to identify and implement improvements for onboarding and transition department. Assist &...Local area
- ...Dallas, TX is seeking an Assistant Banking Center Manager to lead a customer-focused team and deliver exceptional service across... ...everyday banking needs. You will train and coach staff, manage key relationships with clients and partners, ensure compliance with regulations,...
- Texas Capital Bank seeks a Diversified Industries Relationship Manager to develop and manage a portfolio across varied industries, delivering comprehensive financial solutions and driving revenue growth. You will identify new clients, grow existing relationships, and collaborate...
- Empower is seeking an Onboarding Coordinator to welcome and integrate new employees, coordinating with departments to ensure a smooth onboarding experience and alignment with company policies and culture. You will handle paperwork, IT setup, workspace preparation, training...
- Walden Security is seeking an HR Assistant to support onboarding, employment verifications, and HR operations at the Dallas branch. You will handle pre-employment testing, I-9 processing, and benefits enrollment, while maintaining accurate HRIS records and assisting with...
- Tata Consultancy Services in Dallas, Texas is seeking a Senior Business Relationship Manager to drive growth with a large Telco/CSP client. You will own the sales lifecycle from qualification to closure and build a robust pipeline across service lines to capture new opportunities...
- Altruist is seeking an Onboarding Program Lead, Enterprise to own the onboarding experience for its largest and most complex firms—$1B+ RIAs, aggregators, and API-first clients. You’ll manage multi-stakeholder transitions with distributed decision-making and back-office...Work at office3 days per week
- ...Workforce Now Implementation Project Manager for a contract role in Addison, TX. This position focuses on configuring and implementing Onboarding and Recruitment modules within ADP for a multi-state organization. The ideal candidate has hands-on ADP Workforce Now experience...Contract work
- JPMorgan Chase & Co. in Dallas is seeking a Relationship Executive in Food & Agribusiness Banking to grow and retain profitable client relationships across the food and agricultural sectors, delivering a full range of commercial banking solutions and industry insights....
- Marsh seeks a VP- Client Relationship Manager - Commercial Franchise Practice to lead and expand a portfolio of affinity insurance programs serving national QSR and franchise brands. Join a high-growth, relationship-driven team shaping risk management strategies and driving...
- The Goldman Sachs Group, Inc. in Dallas, Texas is seeking a Senior Associate for Client Onboarding & Configuration to establish new client accounts by understanding various account structures and documentation requirements. The role involves performing due diligence to...
- Hilltop Holdings is seeking a Recruiting and Onboarding Specialist to support hiring and onboarding across its subsidiaries. The role collaborates with Hiring Managers, Leadership, and internal teams to ensure a seamless start for new hires. Responsibilities include reviewing...
- Coralogix, inc. is seeking a Team Lead, Technical Account Manager (TAM) to mentor a high-performing TAM group in onboarding and ongoing customer success. You will guide strategic engagements, oversee cloud observability implementations, and ensure data-driven outcomes across...
- ...Senior Customer Experience Representative (CX3) to own enterprise onboarding, churn recovery, QBRs, and multi‑product quoting while serving... ...role emphasizes ownership, escalation handling below the team lead, and measurable performance, with a base salary and bonus...Local areaShift work
- Coralogix is seeking a Team Lead, Technical Account Manager in the United States to guide a TAM group through onboarding and ongoing customer success. You will lead with deep... ...while building strong customer relationships. You will oversee the implementation of...
- GBC Food Services, LLC. is seeking a Recruiter to lead full-cycle talent acquisition for corporate, field operations, franchise sales... ...into accurate requisitions, create sourcing plans, and manage onboarding handoffs while maintaining Paylocity as the recruiting system...
- Huntington National Bank seeks a Treasury Management Advisor II in Dallas to acquire and develop profitable treasury management relationships, retain and deepen existing client connections, and drive revenue through proactive, strategic engagement. You will manage a sales...
- ...Description Summary: The Accountant Lead is responsible for preparing general... ...ensuring reporting accuracy and building relationships throughout the System that achieve these... ...appropriate documentation. Assist Manager with onboarding and training accountants. Assist...Full timeContract workWork at office
Christus Health
Irving, TX2 hours ago $18.75 - $25 per hour
...Lead Teller Location: 2801 James Street - Syracuse, New York 13206 Job Summary... ...client service needs, and enhance client relationships with Key by providing distinctive quality... .... Supports the Branch Manager in onboarding and training new Tellers to the team....Hourly payWork experience placementShift workDay shiftKeyCorp
Syracuse, NY2 days ago- Lewis & Ellis, Inc. is seeking motivated individuals for a structured, phone-based outbound calling role focused on lead generation and appointment setting. This position requires individuals who are confident on the phone, highly organized, and resilient in the face of...Hourly payPart time
$193k - $240k
...: Up to 30%The Global Client Experience Lead is a newly created, dedicated role established... ....Precision Training. Ensure new-hire onboarding, client culture training, and client... ...from estimated returns.Vendor & Partner Relationships. Establish and maintain relationships with...Full timeWork at officeLocal areaJones Lang LaSalle
Dallas, TX5 days ago- ...global professional services company with leading capabilities in digital, cloud and... ...digital strategy, platform governance, onboarding of net-new sites, and other essential AEM... ...Supporting the development of strong client relationships by building trust, rapport, and strong...Full timeTemporary workWork experience placementLive inWork at officeLocal area
Accenture
Dallas, TX5 days ago $182.8k - $247.3k
...AWS ProServe is seeking a Principal Lead to help shape and drive Pan-Amazon engagement... ...~ Experience developing customer relationships and influencing key decision-makers... ...including support for the interview or onboarding process, please visit for more information...Local areaFlexible hoursShift workAmazon Web Services (AWS)
Dallas, TX2 days ago- ...TX is seeking a Data Center Construction Project Manager to act as Owner’s Representative for critical facilities builds. This role leads contractors, manages budgets, and ensures scope, schedule, and quality align with company standards. You will coordinate with vendors...For contractors
- STV is seeking an experienced owner's representative to manage design and construction across multiple campus projects in occupied environments. You will coordinate with clients, contractors, design teams, and public agencies to keep programs on schedule and within budget...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Rep Relationship & Onboarding Lead. Be the first to apply!
Related searches
- center representative Dallas, TX
- verification representative Dallas, TX
- owner representative Dallas, TX
- onsite representative Dallas, TX
- outreach representative Dallas, TX
- remote representative Dallas, TX
- food representative Dallas, TX
- entry level representative Dallas, TX
- technical representative Dallas, TX
- registered representative Dallas, TX