Onboarding Program Lead, Corporate RIA

📋 Description

• Own end-to-end onboarding for Corporate RIA transitions.
• Oversee onboarding activity and dashboards across teams.
• Define cross-team onboarding workflow with Sales/Onboarding/Ops/Compliance.
• Lead evolving Corporate RIA onboarding playbooks and milestones.
• Ensure knowledge transfer before kickoff; coach Onboarding Specialists.
• Report volume, risk, and pacing to leadership.

🎯 Requirements

• 7+ years onboarding/implementation in financial services
• 3+ years in corporate RIA/breakaway/wirehouse transitions
• FINRA Series 7 and 63 required; Series 24 a plus
• Proven ability to manage high-volume, single-wave transitions
• Strong cross-team process definition and governance
• Executive-level communication and escalation experience

🎁 Benefits

• Offices in Culver City, CA, San Francisco, CA, and Dallas, TX
• Competitive pay and equity for eligible positions
• Premium health, dental, and vision insurance plans
• 401k with a 4% match and immediate vesting
• 16 weeks paid parental leave after one year