Wealth Onboarding Specialist

Guiding investment advisors through their transition to Signal Wealth, the full-time Wealth Onboarding Specialist will manage the operational aspects of onboarding, including coordinating paperwork, custodian transfers, and ensuring timely milestones, with a hybrid work arrangement requiring three days per week in the Detroit office. Key responsibilities Guide new advisors from kickoff to go-live, tracking timelines and milestones for smooth transitions Accurately move client accounts and assets with custodians like Fidelity and Schwab, handling ACAT and non-ACAT transfers Resolve transition roadblocks by directly communicating with custodians and keeping all stakeholders updated Required qualifications Hands-on experience managing advisor or account transitions at an RIA or broker-dealer Working knowledge of Fidelity and/or Schwab custodial platforms, including relevant paperwork Proven ability to manage multiple transitions or projects simultaneously without missing deadlines Strong written communication skills with a proactive approach to updates and handling tense conversations Experience with AI tools to enhance onboarding or transition processes is a plus