Wealth Onboarding Specialist

Signal Advisors•Detroit, MI

1d•Hybrid

About The Position

Signal Advisors is seeking an Onboarding Specialist who will guide investment advisors through a high-stakes move: bringing their book of business to Signal Wealth. You’ll be the operational point person for RIAs and IARs from kickoff to go-live, coordinating paperwork, custodian transfers, and every milestone in between. You won’t just process transfers; you’ll find the friction in each stage of a transition and take it out—using AI and automation where they help. Within 90 days you’ll be running transitions largely on your own across several advisors at once, and within a year you’ll own them end to end and have measurably shortened how long each stage takes. You'll report to the Wealth Onboarding Manager and work daily with the Wealth Onboarding & Transitions team and the rest of Wealth Operations. You'll also partner closely with Sales, Advisor Success, and Investment Solutions. Hands-on RIA transition and custodian experience is essential; licensing and systems experience are an asset.

Requirements

Hands-on experience running advisor or account transitions at an RIA or broker-dealer, from kickoff through accounts transferred
Working knowledge of Fidelity and/or Schwab custodial platforms, including ACAT and non-ACAT transfers and custodian paperwork
A track record of managing several transitions or projects at once without missing deadlines
Clear, proactive written communication with advisors and partners—and the composure to handle tense conversations
Composure under pressure: when a custodian rejects paperwork and an advisor is frustrated, you stay calm and focused on the fix
Proactive communication: you send the status update before anyone has to ask for it
At your best with moving pieces: tight deadlines, high stakes, and several transitions at once energize you rather than wear you down
Detail at scale: you keep a very large book and a small one moving at the same time without dropping details
Ownership when things stall: when a transfer gets stuck, you dig in and move it forward instead of waiting for direction

Nice To Haves

Series 65 or 66 license
Experience with Orion, Salesforce, or similar portfolio, billing, and CRM systems
Experience running re-paper transitions, not only custodian-to-custodian moves
Experience using AI tools to catch errors, document, or improve an onboarding or transition process

Responsibilities

Guide new advisors from kickoff to go-live as their main operational contact—tracking timelines and milestones so every transition lands on schedule
Move client accounts and assets accurately with custodians like Fidelity and Schwab, across ACAT and non-ACAT transfers
Prepare and review advisory documents and client data so paperwork is right the first time
Resolve transition roadblocks—rejected paperwork, missing data, custodian delays—directly with custodians by phone and platform
Keep advisors, internal teams, and vendors updated on every transition before they have to ask
Shorten each stage of a transition by tightening the process and putting AI and automation to work on manual steps