Onboarding Specialist

Signal Advisors•Detroit, MI

1d•Hybrid

About The Position

Signal Wealth is seeking an experienced and detail-oriented Onboarding & Transitions Specialist to join our dynamic team. This role is critical to the success of investment advisors joining our platform, ensuring a seamless and efficient transition process from start to finish. If you are customer-centric, thrive in a fast-paced environment, and have a deep understanding of the Registered Investment Advisor (RIA) space, we’d love to hear from you. As an Onboarding & Transitions Specialist, you will act as a trusted guide for RIAs and Investment Advisor Representatives (IARs) transitioning to Signal Wealth. You’ll work across departments and with external custodians to provide a smooth, white-glove onboarding experience.

Requirements

Proven experience in advisor onboarding or transitions within the RIA industry
In-depth knowledge of custodial platforms (e.g., Fidelity, Schwab) and RIA operational workflows
Exceptional organizational and project management skills, with the ability to handle multiple transitions simultaneously
Strong interpersonal and communication skills—both written and verbal
Meticulous attention to detail and a high level of accountability
Ability to thrive in a client-focused, high-performance culture

Responsibilities

Serve as a Primary Contact: Act as the main operational liaison for new advisors, providing ongoing support and guidance throughout their onboarding and transition journey.
Facilitate Onboarding Processes: Coordinate the full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support.
Document Preparation & Data Management: Collect, organize, and review client data; prepare and generate advisory documents using multiple systems and reporting tools with a high level of accuracy and compliance awareness.
Transition Oversight: Manage the transfer of client accounts and assets, ensuring timely and accurate updates from custodians such as Fidelity and Schwab. Keep all internal and external stakeholders informed throughout the process.
Issue Resolution: Proactively identify potential transition roadblocks. Communicate directly with custodians via phone and platform interfaces to resolve issues promptly and effectively.
Stakeholder Communication: Maintain clear, consistent, and proactive communication with advisors, internal teams, and third-party vendors to ensure expectations are aligned and transitions stay on track.