Onboarding and Custodian Relationship Manager

2 weeks ago

scottsdale, United States Amplify Full time

About Us:

The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency,

improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and

integrates the daily functions of a wealth management practice onto a single pane of glass. The

platform combines a customizable chassis with experienced integration consultants and a hands-on

support team to provide an integrated, scalable solution for RIAs, broker-dealers/OSJs, and multifamily

offices. Amplify provides seamless digital capability around client onboarding, an institutional

model marketplace, true UMA trading, and client lifecycle tracking, as well as integrated surveillance,

billing, analytics, and reporting. Intuitive dashboarding for all firm stakeholders is driven through

visibility funnels that provide clarity for daily business functions, quickly. Amplify is the RIA Operating

System (ROS). The platform’s cloud-based, multi-custodial framework makes it the ideal all-in-one

platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale,

Arizona.


About the Position:

We are seeking a dynamic and experienced RIA Onboarding and Custodian Relationship Manager to

join our team. This individual will own and manage relationships with custodians, facilitating seamless

communication and collaboration to support the onboarding of new RIA clients and firms. The ideal

candidate will have a proven ability to build strong relationships, manage projects, and provide

consultative insights to improve business processes. This role requires a deep understanding of the

financial services industry, particularly in book transitions and performance reporting software.


Responsibilities:

Relationship Management:

  • Own and manage conversations with custodians, establishing and nurturing strong

relationships.

  • Act as the primary point of contact for custodians, ensuring clear and effective

communication.

  • Collaborate with custodians to identify opportunities for mutual growth and enhanced

service delivery.

Onboarding Process:

  • Lead and coordinate the onboarding process of new RIA clients and firms across

multiple departments, including technology, trading, and compliance.

  • Develop and maintain project plans, timelines, and deliverables to ensure successful

onboarding and transitions.

  • Manage and resolve any issues or challenges that arise during the onboarding process

with critical thinking and crisis management skills.

Consulting and Process Improvement:

  • Provide consultative support to firms during the onboarding process, offering

recommendations to optimize their operations.

  • Evaluate and enhance existing processes to improve efficiency and effectiveness.
  • Stay current with industry trends and best practices to inform recommendations and

strategies.

Performance Reporting Software Expertise:

  • Utilize knowledge of performance reporting software (e.g., Black Diamond, Addepar,

Orion, Tamarac) to support firms in their transitions.

  • Assist firms in leveraging these tools to enhance their reporting capabilities and client

experience.


Qualifications:

  • Bachelor's degree in Finance, Business Administration, or a related field..
  • 4-5 years of experience in the financial services industry, with a focus on custodian relationships,

onboarding, or project management.

  • Proven ability to build and maintain strong relationships with custodians and other stakeholders.
  • Experience with book transitions and familiarity with performance reporting software (Black

Diamond, Addepar, Orion, Tamarac).

  • Strong project management skills, with the ability to manage multiple projects and deadlines

simultaneously.

  • Excellent critical thinking and crisis management abilities.
  • Strong consultative skills, with the ability to provide actionable recommendations to improve

business processes.

  • Excellent communication and interpersonal skills.
  • Ability to work effectively with cross-functional teams.

Preferred Qualifications:

  • Experience participating in IT implementation projects with hundreds of users.


Location: Scottsdale, AZ

Employment Type: Full-time


This is a full-time in-office position with a competitive salary and benefits package.


Benefits: Employee will be eligible for medical benefits (including but not limited to medical, dental,

vision) as well as a 401k program with an employee match.


Salary Range: Competitive and commensurate with experience; position will be eligible for medical

benefits (including but not limited to medical, dental and vision) as well as the Company’s 401k program

with an Employer match.


Amplify is an equal opportunity employer committed to diversity and inclusion. We encourage qualified

individuals from all backgrounds to apply.

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