Team Lead, Advisor Onboarding

Posted 3 days ago

virtual vocationsDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Leading a team in a remote environment, the full-time Team Lead, Advisor Onboarding will manage client transitions, ensuring a high-quality onboarding experience while coordinating workflows, coaching team members, and identifying process improvements. Key responsibilities Oversee the execution of client transitions, coordinating workloads and priorities for timely outcomes Manage complex onboarding activities, including custodial onboarding and account transfers Train and guide incoming advisors on operational workflows and best practices Required qualifications Five or more years of experience in client service, operations, or advisor onboarding within wealth management or financial services Experience managing complex onboarding scenarios or client transitions Ability to travel approximately two to three days per quarter and provide flexibility around transition timelines Bachelor's degree preferred

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.