Remote Support Onboarding Leader
About The Position
About this role: In this role, as the Remote Support Onboarding Leader, you will lead a remote support team that delivers high‑quality advisor onboarding and accurate account‑opening support. You’ll coach contractor resources, oversee quality control, and collaborate closely with divisional leaders and advisors to improve processes and ensure seamless operational execution. In this role, you will: Manage and develop complex teams handling multifaceted tasks and operations for remote support team as part of advisor onboarding Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development as it relates to the remote support model Make decisions and resolve issues regarding operations of the team to meet business objectives Collaborate and consult with immediate colleagues and cross functional business partners Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution Assign account opening work and identify any performance issues with contracted resources Quality Control check all account openings from the FAs that remote support is being provided for in their division, coach, and develop on errors if made Mentor and guide all contracted resources Build & maintain relationships with their Divisional Managers, FAs, Branch Managers, CAs/Support Staff Schedule and conduct remote support calls/meetings in their divisions Coach and develop the contractor resources that are supporting FAs in their divisions Conduct one-off training as needed
Requirements
- 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Nice To Haves
- Strong analytical, problem-solving, and decision-making abilities with a proven track record of driving operational improvements.
- Excellent verbal and written communication skills, with the ability to influence and collaborate at all organizational levels.
- Experience opening Financial Advisor (FA) accounts.
- Customer service background with proven ability to handle difficult conversations professionally and effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Demonstrated ability to manage projects at a high level, including planning and execution
- Strong influencing skills with the ability to build relationships and be relatable across diverse teams and leadership levels.
Responsibilities
- Manage and develop complex teams handling multifaceted tasks and operations for remote support team as part of advisor onboarding
- Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development as it relates to the remote support model
- Make decisions and resolve issues regarding operations of the team to meet business objectives
- Collaborate and consult with immediate colleagues and cross functional business partners
- Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution
- Assign account opening work and identify any performance issues with contracted resources
- Quality Control check all account openings from the FAs that remote support is being provided for in their division, coach, and develop on errors if made
- Mentor and guide all contracted resources
- Build & maintain relationships with their Divisional Managers, FAs, Branch Managers, CAs/Support Staff
- Schedule and conduct remote support calls/meetings in their divisions
- Coach and develop the contractor resources that are supporting FAs in their divisions
- Conduct one-off training as needed
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
