Complex Onboarding Manager

Equitable

3d•$60,000 - $80,000•Remote

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives, a mission we’ve honed since 1859. Equitable is seeking a dynamic, relationship-focused Complex Onboarding Manager to lead and optimize the new advisor onboarding experience across the Central Mountain Complex. This individual will serve as a trusted partner to Complex leadership, ensuring the efficient execution of advisor onboarding, contracting, validation, and licensing processes while driving consistency, continuous improvement, and operational excellence. The ideal candidate will possess strong organizational, communication, and process management skills, with the ability to collaborate effectively across field leadership, headquarters, and support teams.

Requirements

3+ years of experience in onboarding, operations, business administration, financial services support, recruiting coordination, or a related field.
Bachelor’s degree in Business Administration, Management, Finance, Human Resources, or a related discipline; equivalent work experience may be considered.
Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong organizational skills with exceptional attention to detail and follow-through.
Experience utilizing workflow management and reporting tools such as Smartsheet, Microsoft Excel, and Microsoft Office Suite.
Strong written and verbal communication skills with the ability to interact effectively with leadership and cross-functional partners.
Demonstrated ability to identify process inefficiencies and implement operational improvements.
Strong problem-solving and decision-making skills with the ability to appropriately escalate issues when needed.

Nice To Haves

Experience supporting advisor onboarding, contracting, licensing, recruiting, or field operations within the financial services industry.
Knowledge of advisor validation, compliance, and licensing processes.
Experience with workflow management, CRM, or onboarding platforms.
Project management experience supporting operational or process improvement initiatives.
Familiarity with advisor distribution models and field support organizations.
Lean process improvement or project management certification preferred.

Responsibilities

Manage the end-to-end onboarding process for new financial professionals across the Central Mountain Complex.
Serve as the primary liaison between Complex leadership, headquarters partners, and onboarding support teams to ensure a seamless onboarding experience.
Administer company policies and procedures at the local level while ensuring compliance with established onboarding standards.
Monitor and maintain onboarding workflows, hiring pipelines, and activity tracking through Smartsheet and other operational systems.
Track advisor contracting, licensing, PEP, and validation milestones while proactively addressing delays and escalations.
Partner with Complex leadership and headquarters teams to develop, refine, and implement onboarding processes that improve efficiency and consistency.
Communicate onboarding progress, key milestones, and potential risks to Vice Presidents, Complex leadership, and other stakeholders.
Develop onboarding checklists, tools, and best practices to support advisor readiness and operational excellence.
Facilitate collaboration among branch and district staff to ensure onboarding activities are completed accurately and on schedule.
Support headquarters initiatives, new programs, and process improvement efforts designed to enhance field support and advisor experience.