Onboarding Relationship Manager

STRATOS
Any Location, OH
Job Description
The Onboarding Relationship Manager will oversee the onboarding process for new advisors, communicate with them as the main point of contact, and travel to new office locations to help open and train advisors. They will also play a large role in the structure of transitions, documenting procedures, maintaining training resources, and making sure processes are efficient.

Requirements

  • BA/BS Degree required
  • Series 7 and 66 license preferred
  • 8+ years' experience in Financial Services
  • Experience in transitioning advisors from one custodian to another
  • Familiarity with LPL, Schwab, and Fidelity
  • Ability to work independently and as part of a team
  • Proficient in project management methodologies and tools
  • Experience with financial services industry terminology and regulations
  • Ability to work under pressure and meet deadlines
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