Advisor Onboarding Manager

1 month ago

Dallas, United States beBee S US Full time

Our Team is growing, and we need you
Come be a part of this disruption in the financial services marketplace
By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:

  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More…

Come take your career path to the next level
The Advisor Onboarding Manager is responsible for managing the department that coordinates and facilitates the onboarding to Level Four Financial of new advisor recruits and 1099 advisors/personnel. This role simultaneously works closely with Human Resources, the Business Development Team and the Compliance Team to onboard W2 advisors.
Essential responsibilities and tasks of the Advisor Onboarding Manager are:

  • Manage staff in Advisor Onboarding, providing escalation, supervision and guidance.
  • Serve in a project manager type role for onboarding new 1099 advisors/personnel in order to meet the onboarding goals set forth for each department that is joining Level Four. This requires being able to guide the recruit through the 10 week+ Playbook that outlines the various tasks and conversations that are included in moving their client book of business over to Level Four Financial
  • Work with Human Resources to assure adequate onboarding of W2 advisors Follow Onboarding procedures to ensure team meets the onboarding goals
  • Maintain continuous communications with all the departments involved
  • Ensure timely progress through the Playbook. (1099 advisors & W2 advisors) for each recruit
  • Proactively escalate issues and serve as a facilitator to continue smooth progression
  • Collaborate with Human Resources to understand process expectations for W2 Advisors/personnel
  • Provide thought leadership on improving Onboarding experiences and processes
  • Stay abreast on industry trends and standards relating to advisor transitions
  • Be an ambassador for company culture to onboarding advisors by leading by example to drive onboarding advisors to adopt the company culture
  • Additional duties as required

Successful Advisor Onboarding Manager candidates will have:
Required

  • 5+ years in the Broker/Dealer/RIA industry, and/or back office
  • Comfortable communicating with co-workers in other departments and levels; Very comfortable engaging with others on a regular basis.
  • Very Organized
  • Quick learner

Preferred

  • Experience with Advisor Transitions or Onboarding is a plus
  • Be able to communicate and uphold deadlines and expectations. Calm and composed under pressure
  • Find creative solutions to issues as they arise (think on your feet)
  • Experience, and enjoyment, in training others is preferred

Icing on the Cake

  • Experience with Raymond James systems
  • Experience in Project Management

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