Advisor Onboarding Consultant

Job Summary

Managing the onboarding process for adopting employers and advisors, the full-time remote Advisor Channel Onboarding Consultant will ensure a smooth transition from sales to service by coordinating plan setup, payroll readiness, and training while maintaining communication with all stakeholders involved.

Key responsibilities

• Lead the onboarding of adopting employers, ensuring efficient transitions from sales handoff through implementation readiness
• Serve as the primary contact for plan sponsors, advisors, and external partners, managing communications and tracking onboarding milestones
• Facilitate virtual onboarding meetings and coordinate documentation and asset transfer activities to meet implementation deadlines

Required qualifications

• 3+ years of experience in retirement plan implementation, client onboarding, or advisor support
• Strong understanding of the 401(k) industry and retirement plan onboarding lifecycle
• Experience working with financial advisors and external stakeholders in the retirement plan space
• Bachelor's degree in business or a related field preferred, or equivalent relevant work experience
• Retirement industry designation such as ASPPA or NIPA preferred