Onboarding Program Lead

Your impact

Own end-to-end onboarding for a caseload of Corporate RIA transitions, typically single-wave moves of highly concentrated books, rather than phased onboarding
Serve as the central point of oversight for all Corporate RIA onboarding activity — monitoring dashboards, aging items, and the team’s shared escalation channel — even for transitions you’re not personally running
Define and enforce a consistent path for how requests and issues flow between Sales, Onboarding, Operations, and Compliance, and push back when that path gets bypassed
Own the ongoing evolution of Corporate RIA onboarding playbooks and milestones as the offering matures — adapting what exists today rather than starting from scratch
Ensure a structured knowledge transfer happens between Sales and Onboarding before any Corporate RIA kickoff, consistent with the standard already in place across onboarding
Serve as a coach and go-to resource for Onboarding Specialists who take on a Corporate RIA transition without deep segment experience
Act as the ongoing escalation point for Corporate RIA firms after they move to steady-state support
Partner with Compliance and Operations on segment-specific onboarding requirements (supervision, U4/U5 timing, licensing, high-volume account opening), with enough fluency to spot issues early and escalate effectively
Own execution of onboarding workflow and process improvements that don’t require Product or Engineering support, and give hands-on feedback on tools, product offering, and workflows that do
Report regularly to leadership on volume, risk, and pacing across the Corporate RIA book
Take the lead on creation and maintenance of Corporate RIA onboarding collateral, journey documentation, and training materials in partnership with Marketing, Customer Success Enablement, Sales Enablement, and similar teams as applicable
What you bring

7+ years of experience in onboarding, implementation, or transitions management within financial services
3+ years specifically in corporate RIA, breakaway advisor, or wirehouse transition environments
FINRA Series 7 and 63 required; Series 24 is a strong plus
Proven ability to manage high-volume, single-wave transitions, not just phased onboarding
Track record of setting clear processes across teams that don’t report to you
Executive-level composure and communication, with experience being the face of high-stakes escalations
Comfort operating in an ambiguous, still-forming environment — building the playbook as you go rather than executing an established one
A systems-thinking mindset — knowing where high-touch, white-glove service is non-negotiable versus where automation or AI can responsibly reduce manual work
Empathy for the specific mindset of a Corporate RIA IAR mid-transition — often comparing this move against their prior firm in real time, with real anxiety about client continuity and disruption
High emotional intelligence and the ability to build trust quickly with advisors used to a more high-touch service model
What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
Competitive pay and equity for eligible positions.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave after one year of employment.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).