Onboarding Relationship Manager

STRATOS
Any Location, OH
Category Finance
Job Description
The Onboarding Relationship Manager will oversee the onboarding process, working with new advisors to transition their business to the Stratos platform. They will also communicate with new advisors, travel to new office locations, and document procedures to ensure efficient processes.

Requirements

  • BA/BS Degree
  • Series 7 and 66 license (or willingness to obtain)
  • 8+ years' experience in Financial Services
  • Experience in transitioning advisors from one custodian to another (preferred)
  • Familiarity with LPL, Schwab, and Fidelity (plus)
  • 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
  • Ability to travel up to 30%

Benefits

  • Paid Time Off
  • 401k Matching
  • Retirement Plan
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