Advisor Onboarding Program Lead, Enterprise

Onsite Dallas, TX

go customer success

greenhouse

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Job description

You will lead the onboarding process for large financial firms in Dallas, TX. This role involves managing complex engagements and setting standards for the onboarding team.

Details

Dallas, TX, hybrid position with 3 days in the office
7+ years of experience in implementation or onboarding within financial services
FINRA Series 7 and 63 required

The work

Own end-to-end onboarding for complex Enterprise engagements
Define and enforce the Enterprise onboarding standard
Synthesize feedback across engagements for leadership
Partner with Operations on queue alignment and process improvements