Onboarding Program Lead, Corporate RIA

📋 Description

• Own end-to-end onboarding for Corporate RIA transitions.
• Oversee onboarding activity, dashboards, aging items, and escalations.
• Define and enforce cross-team onboarding flow between Sales, Onboarding, Ops, and Compliance.
• Evolve onboarding playbooks and milestones as the offering grows.
• Ensure knowledge transfer between Sales and Onboarding before kickoff.
• Coach Onboarding Specialists during Corporate RIA transitions.

🎯 Requirements

• 7+ years in onboarding, implementation, or transitions within financial services.
• 3+ years specifically in corporate RIA, breakaway advisor, or wirehouse transitions.
• FINRA Series 7 and 63 required; Series 24 is a strong plus.
• Proven ability to manage high-volume, single-wave transitions.
• Track record of setting clear processes across teams that don’t report to you.
• Executive-level composure and communication for high-stakes escalations.
• Comfort operating in ambiguous environments; build the playbook as you go.
• Systems-thinking mindset for when to handhold vs automate.

🎁 Benefits

• Stunning offices in Culver City, SF, and Dallas.
• Competitive pay and equity for eligible roles.
• Premium health, dental, and vision insurance (HMO & PPO).
• 401k with a 4% match and immediate vesting.
• 16 weeks paid parental leave after one year.
• One month work-from-anywhere policy (excluded countries).