Transitions Onboarding Consultant
At a glance
Mid-level Customer Success role at Advisor. 5 Locations · full-time · $65,000–$75,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Guide Financial Professionals through onboarding, repapering, and asset movement across all Osaic channels
- Prepare and submit forms, then track account transfers through virtual and in-person support
- Review incomplete paperwork, resolve issues affecting asset movement, and escalate when needed
- Work with Business Development, Operations, and Channel Leadership to improve transition execution
- Find practical ways to make asset movement faster and more efficient
What you bring
- At least one to three years of financial or transition experience
- A bachelor’s degree is preferred, while a high school diploma or GED with substantial practical experience may qualify
- SIE, Series 7, or Series 99 certification is required within twelve months
- Strong technical knowledge of account opening, transfers, and how they work together across a full book of business
Who this fits
You’ll suit this role if you can advise Financial Professionals while also managing detailed operational work across several projects. It favors self-directed, resourceful, results-focused communicators who learn quickly and work well with multiple teams. The job is remote within the United States or near company locations, with up to forty percent travel throughout the US. The stated salary is $65,000 to $75,000 per year, plus a ten percent annual bonus.
From the employer
Current Employees and Contractors Apply Here
Osaic Careers
Transitions Onboarding Consultant
Location(s): Qualified candidates near all company locations and remote within the United States are encouraged to apply. Role requires up to 40% travel throughout the US.
Role Type:
Full time. Travel up to 40% of the time.
Salary:
$65,000 - $75,000 per year + 10% annual bonus
Summary:
The Onboarding Consultant will be part of the Transitions Team supporting new Financial Professionals moving their existing business to Osaic across all Channels. The Transitions Onboarding Consultant delivers a seamless, consistent onboarding and repapering
experience for Financial Professionals across all Osaic channels. This hybrid role blends advisor-facing consulting with hands-on operational execution, partnering closely with Business Development, Operations, and Channel Leadership.
The Onboarding Consultant needs to have a thorough understanding of the account opening and transfer process including their dependency on one another to move an entire book of business. This person must have some transition experience and become a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a fast-paced and collaborative environment.
The person must have the ability to organize, prioritize, and handle multiple projects simultaneously. The Onboarding support will be offered virtually and in person.
Responsibilities:
Advisor-facing transition consulting for all channels including Empowered Independence
Repapering & asset movement execution across all channels/Tiers
Cross-functional partnership and optimization
Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
Troubleshoot and escalate any transition related issues
Look for ways to improve & expedite the asset movement process
Education Requirements:
Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
Basic Requirements:
SIE/S7 or S99 required within 12 months
Previous Financial/Transition experience 1-3 Years
Preferred Requirements:
Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
Previous work experience in financial services
Current Employees and Contractors Apply Here
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