Client Onboarding Team Manager

Wealth Enhancement Group

2d•$95,000 - $125,000•Remote

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. Our Client Service Operations Team is hiring a Client Onboarding Team Manager who will play a pivotal role in leading a centralized team that performs account opening for new and existing clients across all firm channels. This role requires a proactive and strategic leader who can collaboratively manage onshore and offshore teams while delivering a best-in-class advisor and client experience. This role requires a hands-on operational leader who thrives in high-growth, high-accountability environments. Success in this role requires balancing operational discipline with a strong service mindset toward Advisors and their clients. The Client Onboarding Manager ensures all onboarding and transition processes are executed efficiently, accurately, and in compliance with regulatory standards while driving operational scalability and continuous improvement. In the spirit of pay transparency, the base salary range for this position is $95,000.00 - $125,000.00 exclusive of benefits and incentive pay. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

Bachelor’s degree in Business, Finance, Economics, or related field preferred.
7+ years of wealth management operations experience, including 3+ years of direct management.
Experience managing distributed (onshore and offshore) teams.
Strong analytical, problem-solving, and process improvement capabilities.
Ability to thrive under pressure, manage competing priorities, and drive results during peak volumes.
Superior verbal and written communication skills with strong relationship-building ability.
Proficiency in Microsoft Office Suite; familiarity with Salesforce, Workday, and custodial platforms preferred.

Nice To Haves

Direct experience with Schwab and/or Fidelity account opening and transfer processes strongly preferred.

Responsibilities

Oversee the account opening and asset transfer process for all firm channels, including Marketing, CRP, SRP, and Advisor Teams.
Establish and monitor KPIs including cycle time, NIGO rates, throughput, SLAs, and quality metrics to drive accountability and performance.
Develop and implement best practices and standardized operating procedures for onboarding workflows.
Manage team capacity planning to support peak onboarding volumes while maintaining a high-touch, client-focused service model.
Address and resolve onboarding challenges with urgency to minimize disruption to the advisor and client experience.
Partner closely with internal teams and advisor groups to understand advisor/client needs and design effective workflows.
Serve as a trusted operational partner to Advisors, proactively communicating updates and managing escalations.
Lead and coordinate onshore and offshore teams to ensure seamless execution and consistent service standards.
Monitor performance of distributed teams, providing coaching, feedback, and development opportunities.
Build and maintain strong relationships across leadership, external partners, custodians, and vendors.
Identify opportunities, design scalable workflows, and execute strategic initiatives to enhance onboarding efficiency.
Evaluate and redesign processes to improve accuracy, scalability, and risk mitigation.
Partner with Product and Technology teams to enhance and drive adoption of account opening technology solutions.
Develop and adhere to Service Level Agreements, quality control standards, and process documentation.
Drive adoption of Client Service Operations offerings through clear communication of value and continuous refinement.
Recruit, mentor, and lead a high-performing operations team aligned with organizational values.
Build unified, collaborative teams across multiple locations.
Provide coaching and training to foster team growth and operational excellence.
Align daily team execution with strategic organizational priorities.
Encourage cross-training and professional development to improve productivity and service quality.

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)