Team Lead, Advisor Onboarding

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $88k - $110k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

💰 $75M Debt financing on 2022-02

Consulting • Insurance • Finance

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Lead day-to-day execution of a designated portfolio of client transitions • Coordinate workloads and priorities to support timely, consistent outcomes • Manage complex transition activities for acquisitions, advisor teams, and independent advisors • Handle custodial onboarding, account documentation, account transfers, and transition-readiness activities • Monitor transition milestones and identify risks • Remove operational roadblocks and resolve issues affecting timelines or advisor readiness • Serve as first point of escalation for complex transition matters • Partner with leadership on capacity, workflow, and execution challenges • Guide and train incoming advisors and teams on systems, workflows, policies, service expectations, and onboarding best practices • Maintain onboarding documentation, training materials, standard operating procedures, and process resources • Recommend process improvements to enhance advisor experience, efficiency, risk reduction, and scalability • Coach and support Associates and Senior Associates • Help onboard and develop new team members • Provide leadership with feedback on workflow challenges, capacity concerns, and team development opportunities

🎯 Requirements

• Five or more years of experience in client service, operations, or advisor onboarding within wealth management or financial services • Experience managing complex onboarding scenarios or client transitions • Ability to travel approximately two to three days per quarter • Flexibility around transition timelines, including occasional extended hours or weekends as needed • Bachelor’s degree preferred • 3+ years in a client service facing role at Mariner preferred • Sound judgment and ability to work independently, navigate ambiguity, and make informed decisions • Strong organization and prioritization skills • Ability to coordinate multiple workflows and identify risks proactively • Clear communication and collaboration skills • Coaching and leadership capabilities

🏖️ Benefits

• Progressive opportunities • Professional growth support • Community involvement opportunities • Innovative workplace • Work-life balance • Incentive program eligibility • Additional compensation and/or benefits may be available