Advisor Onboarding Consultant

Managing the onboarding process for adopting employers and advisors, the full-time remote Advisor Channel Onboarding Consultant will ensure a smooth transition from sales to service by coordinating plan setup, payroll readiness, and training while maintaining communication with all stakeholders involved. Key responsibilities Lead the onboarding of adopting employers, ensuring efficient transitions from sales handoff through implementation readiness Serve as the primary contact for plan sponsors, advisors, and external partners, managing communications and tracking onboarding milestones Facilitate virtual onboarding meetings and coordinate documentation and asset transfer activities to meet implementation deadlines Required qualifications 3+ years of experience in retirement plan implementation, client onboarding, or advisor support Strong understanding of the 401(k) industry and retirement plan onboarding lifecycle Experience working with financial advisors and external stakeholders in the retirement plan space Bachelor's degree in business or a related field preferred, or equivalent relevant work experience Retirement industry designation such as ASPPA or NIPA preferred