Wealth Onboarding Specialist

Job Summary

Guiding investment advisors through their transition to Signal Wealth, the full-time Wealth Onboarding Specialist will manage the operational aspects of onboarding, including coordinating paperwork, custodian transfers, and ensuring timely milestones, with a hybrid work arrangement requiring three days per week in the Detroit office.

Key responsibilities

• Guide new advisors from kickoff to go-live, tracking timelines and milestones for smooth transitions
• Accurately move client accounts and assets with custodians like Fidelity and Schwab, handling ACAT and non-ACAT transfers
• Resolve transition roadblocks by directly communicating with custodians and keeping all stakeholders updated

Required qualifications

• Hands-on experience managing advisor or account transitions at an RIA or broker-dealer
• Working knowledge of Fidelity and/or Schwab custodial platforms, including relevant paperwork
• Proven ability to manage multiple transitions or projects simultaneously without missing deadlines
• Strong written communication skills with a proactive approach to updates and handling tense conversations
• Experience with AI tools to enhance onboarding or transition processes is a plus