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.

Benefits

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.