Onboarding Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete onboarding process for new financial professionals within the Central Mountain Complex.

• Act as the main point of contact between Complex leadership, headquarters partners, and the onboarding support teams.

• Implement company policies and procedures locally, ensuring adherence to onboarding standards.

• Supervise and maintain onboarding workflows, hiring pipelines, and activity tracking using Smartsheet and other operational systems.

• Monitor advisor contracting, licensing, PEP, and validation milestones.

• Proactively resolve delays and escalate issues as necessary.

• Develop, enhance, and execute onboarding processes to boost efficiency and consistency.

• Communicate onboarding updates, milestones, and potential risks to Vice Presidents, Complex leadership, and stakeholders.

• Create onboarding checklists, tools, and best practices.

• Encourage collaboration among branch and district staff.

• Assist with headquarters initiatives, new programs, and process improvement efforts.

⛳️ Requirements

• Minimum of 3 years of experience in onboarding, operations, business administration, financial services support, recruiting coordination, or a related area.

• Bachelor’s degree in Business Administration, Management, Finance, Human Resources, or a related field; equivalent work experience may be accepted.

• Capability to manage multiple priorities and meet deadlines in a dynamic environment.

• Strong organizational abilities with exceptional attention to detail and follow-through.

• Proficiency in Smartsheet, Microsoft Excel, and the Microsoft Office Suite.

• Excellent written and verbal communication skills.

• Ability to effectively engage with leadership and cross-functional partners.

• Skill in identifying process inefficiencies and implementing operational enhancements.

• Strong problem-solving and decision-making capabilities.

• Ability to appropriately escalate issues when necessary.

• Preferred: experience in supporting advisor onboarding, contracting, licensing, recruiting, or field operations within financial services.

• Preferred: knowledge of advisor validation, compliance, and licensing processes.

• Preferred: experience with workflow management, CRM, or onboarding platforms.

• Preferred: project management experience related to operational or process improvement initiatives.

• Preferred: familiarity with advisor distribution models and field support organizations.

• Lean process improvement or project management certification is preferred.

🏝️ Benefits

• Base salary increases.

• Spot bonuses.

• Opportunities for short-term incentive compensation.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401(k) plan.

• Paid time off.

• Remote work schedule.

• Flexible work hours during core times.

• Opportunities for growth.

• Internal mobility.

• Comprehensive compensation and benefits package.

• Flexibility.

• A culture of collaboration and teamwork.