Onboarding Specialist

🕒 May 16

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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Signal Advisors

WebsiteLinkedInAll Job Openings

51 - 200 employees

Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business in various ways—through technology, financing, peer-to-peer coaching, marketing, and more.

📋 Description

• Act as a trusted guide for RIAs and Investment Advisor Representatives (IARs) • Serve as the main operational liaison for new advisors • Coordinate full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support • Collect, organize, and review client data; prepare advisory documents with high accuracy • Manage the transfer of client accounts and assets, ensuring timely updates from custodians • Proactively identify potential transition roadblocks and resolve issues

🎯 Requirements

• Proven experience in advisor onboarding or transitions within the RIA industry • In-depth knowledge of custodial platforms (e.g., Fidelity, Schwab) and RIA operational workflows • Exceptional organizational and project management skills, with the ability to handle multiple transitions simultaneously • Strong interpersonal and communication skills—both written and verbal • Meticulous attention to detail and a high level of accountability • Ability to thrive in a client-focused, high-performance culture

🏖️ Benefits

• Medical, vision, and dental coverage • FSA or HSA-eligible health plans • 3% 401k company contribution with no vesting period • Paid parental leave for all parents • Learning & Development stipend • Wellness Programs • Flexible vacation policy • Dedicated sick days • 10 company-wide holidays • $500 for your home office setup • Flexible, hybrid working environment • Annual all-company retreat • Competitive equity package based on on role and level