Onboarding Consultant managing customer onboarding process for data management services in environmental compliance. Collaborating with clients and Account Managers to ensure seamless onboarding experience.
About the role
- Wealth Onboarding Manager responsible for onboarding events to maximize profitability in financial services. Overseeing onboarding staff, coordinating events, and fostering seamless integration for new Wealth teammates.
Responsibilities
- Develop and manage the overall onboarding events to maximize the profitability of the Firm's investment in newly-recruited Wealth teammates.
- Develop and oversee Wealth Brokerage Onboarding and Transition Managers and Wealth Onboarding Specialists.
- Oversees coordinating of all onboarding events and works with Divisional Directors, Complex Directors and Managing Directors for any issues that may arise.
- Reviews and maintains content on Onboarding and Training website.
- Works with management and other key areas for continued development of onboarding process.
- Review of post onboarding activities.
- Works closely with Truist Wealth Director of Development for any reports or special projects needed by management.
- Ability to travel for meetings and help with onsite onboarding if needed.
- Coaching and developing Wealth Brokerage Onboarding and Transition Managers and Wealth Onboarding Specialists.
- Tracks onboarding expenses and onboarding stats to ensure maximum profitability and efficiency.
Requirements
- Bachelor's degree and related training
- Seven years of broker/dealer or financial services industry experience. Strong understanding Wealth products, services, operations and systems.
- Five years of management experience mentoring, training and developing other teammates
- FINRA SIE, 7, 66, 24 examinations
- Excellent analytical, problem-solving, organizational skills
- Strong verbal and written communication skills
- Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
- Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
- Ability to do extensive travel, 1-7 weeks at a time, including weekends
Benefits
- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Customer Onboarding & Account Specialist onboarding and supporting bakeries with DecoPac’s Technology Solutions. Building strong relationships to ensure customer satisfaction and success.
Onboarding Specialist coordinating partner onboarding processes at growing Payment Service Provider in Latvia. Ensuring smooth activation, compliance, and organized documentation in FinTech environment.
Customer Onboarding Manager ensuring customer success and adoption of SmartVault software from day one. Collaborating across teams for exceptional service and onboarding experience.
Customer Onboarding Manager responsible for guiding transport companies through the onboarding journey of Qargo, ensuring smooth transitions and user adoption. Position based in Belgium with travel required.
Onboarding Specialist managing onboarding activities and client due diligence at Coface. Ensuring compliance with AML/KYC regulations in a fast - paced financial environment.
Onboarding Specialist at Clio facilitating customer adoption of legal software through strategy sessions and training. Responsible for managing client cases and ensuring successful transitions during the onboarding process.
Customer Onboarding Specialist providing software training via screenshare, chat, and phone across Europe. Engaging with hotel customers to ensure they benefit from SiteMinder products.
First Team Lead for Onboarding Specialists at bsport ensuring high quality onboarding experiences. Responsible for team performance, operational excellence, and customer satisfaction in a fast - paced SaaS environment.
Onboarding Specialist supporting customers in their journey with EcoOnline's SaaS solutions while collaborating with cross - functional teams. Responsible for onboarding processes and ensuring customer success.