Wealth Onboarding Specialist

THE JOB

Signal Advisors is seeking an Onboarding Specialist who will guide investment advisors through a high-stakes move: bringing their book of business to Signal Wealth. You’ll be the operational point person for RIAs and IARs from kickoff to go-live, coordinating paperwork, custodian transfers, and every milestone in between. You won’t just process transfers; you’ll find the friction in each stage of a transition and take it out—using AI and automation where they help. Within 90 days you’ll be running transitions largely on your own across several advisors at once, and within a year you’ll own them end to end and have measurably shortened how long each stage takes. You'll report to the Wealth Onboarding Manager and work daily with the Wealth Onboarding & Transitions team and the rest of Wealth Operations. You'll also partner closely with Sales, Advisor Success, and Investment Solutions. Hands-on RIA transition and custodian experience is essential; licensing and systems experience are an asset.

WHAT YOU’LL GET TO DO

• Guide new advisors from kickoff to go-live as their main operational contact—tracking timelines and milestones so every transition lands on schedule
• Move client accounts and assets accurately with custodians like Fidelity and Schwab, across ACAT and non-ACAT transfers
• Prepare and review advisory documents and client data so paperwork is right the first time
• Resolve transition roadblocks—rejected paperwork, missing data, custodian delays—directly with custodians by phone and platform
• Keep advisors, internal teams, and vendors updated on every transition before they have to ask
• Shorten each stage of a transition by tightening the process and putting AI and automation to work on manual steps

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

• Composure under pressure: when a custodian rejects paperwork and an advisor is frustrated, you stay calm and focused on the fix
• Proactive communication: you send the status update before anyone has to ask for it
• At your best with moving pieces: tight deadlines, high stakes, and several transitions at once energize you rather than wear you down
• Detail at scale: you keep a very large book and a small one moving at the same time without dropping details
• Ownership when things stall: when a transfer gets stuck, you dig in and move it forward instead of waiting for direction

WHAT YOU HAVE

• Hands-on experience running advisor or account transitions at an RIA or broker-dealer, from kickoff through accounts transferred
• Working knowledge of Fidelity and/or Schwab custodial platforms, including ACAT and non-ACAT transfers and custodian paperwork
• A track record of managing several transitions or projects at once without missing deadlines
• Clear, proactive written communication with advisors and partners—and the composure to handle tense conversations

NICE TO HAVE

• Series 65 or 66 license
• Experience with Orion, Salesforce, or similar portfolio, billing, and CRM systems
• Experience running re-paper transitions, not only custodian-to-custodian moves
• Experience using AI tools to catch errors, document, or improve an onboarding or transition process

WHAT WE VALUE @ SIGNAL

These are the values that drive how we operate and make decisions.

🌔  We’re obsessed with finding a better way. Never settle for less.
🏃  We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
💪  We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ We think simple is genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙋 We take extreme ownership. We are each, individually and collectively, responsible for our success as one team.

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Paid parental leave for all parents
• Learning & Development stipend
• Wellness Programs
• Flexible vacation policy
• Dedicated sick days
• 10 company-wide holidays
• $500 for your home office setup
• Flexible, hybrid working environment
• Annual all-company retreat
• Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.