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Wealth Management Advisor Onboarding Transition Specialist

Cerity Partners
Chicago, USA
Full-time
Mid · 3–5 years experience
Hybrid
Discovered 2 weeks ago
salesforce

Full Job Posting

Key Responsibilities:

  • Client Data Migration & System Setup
  • Handle custodial paperwork and new-account setup processes for clients transitioning onto CP's platform
  • Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
  • Verify data integrity across all systems and resolve discrepancies with technology and operations teams
  • Maintain detailed documentation of all client migration activities and system configurations
  • Advisor Onboarding & Training Coordination
  • Develop and execute customized onboarding plans tailored to each advisor's background and book of business
  • Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
  • Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
  • Track onboarding milestones and proactively address gaps throughout the 4-month transition period
  • Administrative Support & Transition Management
  • Serve as primary advisor contact for questions, troubleshooting, and issue escalation
  • Coordinate logistics including technology setup, office space, business cards, and marketing materials
  • At the 4-month mark, conduct comprehensive handoffs with detailed transition documentation and warm introductions to centralized support teams
  • Act as a liaison with our custodian service and transition teams to troubleshoot client issues with account openings and asset transfers as they arise.
  • Work Environment & Travel:
  • This role requires travel to advisor locations to support in-person onboarding. CP aims to provide 30 days' notice, but turnaround can be shorter given the nature of acquisition timing. Candidates should go in with eyes open about this and be comfortable with a flexible, sometimes fast-moving travel schedule.

Required Qualifications:

  • Bachelor's degree in business, finance, or related field; or equivalent work experience
  • 3–5 years of experience in financial services operations, client onboarding, or project coordination
  • Proficiency with CRM and portfolio management systems; experience with Salesforce and/or Orion strongly preferred
  • Experience with custodial paperwork and new client account setup
  • Exceptional organizational skills with ability to manage multiple concurrent onboarding projects
  • Strong written/verbal communication, detail orientation, and customer service aptitude
  • An operational mindset — someone who enjoys the paperwork and process side of the job, not just the relationship side
  • Comfort operating with ambiguity; able to problem-solve independently
  • Working understanding of project management fundamentals

Preferred Qualifications:

  • Experience supporting wealth management or RIA practices through mergers and acquisitions
  • Experience working with executive-level stakeholders in change management environments
  • Knowledge of financial advisory compliance requirements and industry regulations
  • Project management certification (PMP/CAPM) and experience creating training materials
  • Familiarity with change management principles
  • Compensation Range:
  • $100,000 - $120,000
  • Why Cerity Partners:
  • Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • · Health, dental, and vision insurance – day 1!
  • · 401(k) savings and investment plan options with 4% match
  • · Flexible PTO policy
  • · Parental Leave
  • · Financial assistance for advanced education and professional designations
  • · Opportunity to give back time to local communities
  • · Commuter benefits
  • Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
  • Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
  • Proficiency with CRM and portfolio management systems; experience with Salesforce and/or Orion strongly preferred

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