Complex Onboarding Manager (Northeast)

Equitable Advisors; Woodbridge Township (NJ); On-site; USD 60,000 - 75,000; Full time

Job summary

An established industry player is seeking a Complex Onboarding Manager to enhance the onboarding experience for new advisors across multiple locations. This dynamic role involves collaborating with various teams to streamline procedures, ensuring a seamless onboarding process for new hires. The ideal candidate will possess strong organizational and leadership skills, with a passion for improving operational efficiency. Join a diverse team committed to community strength and personal development, and play a pivotal role in shaping the future of onboarding within the organization.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Qualifications

• 3+ years of industry or operations experience required.
• Strong organizational and leadership skills are essential.

Responsibilities

• Administer local company policies and act as Region/Headquarters Field Liaison.
• Lead Northeast New Advisor Onboarding process and refine procedures.

Skills

Business Analytics

Data Gathering and Reporting

Data Integrity

Document Management

Effective Communication

Process Mapping/Flowcharting

Job description

Job Description - Complex Onboarding Manager (Northeast) (2500007B)

Complex Onboarding Manager (Northeast) (2500007B)

Primary Location

Other Locations

Other Locations

: UNITED STATES-NJ-Toms River, UNITED STATES-CT-Stamford, UNITED STATES-RI-Warwick, UNITED STATES-NJ-Morristown, UNITED STATES-NJ-Wall, UNITED STATES-NJ-Woodbridge, UNITED STATES-NJ-Secaucus, UNITED STATES-MA-Wellesley

Organization

Equitable

Schedule

Full-time

Description

At Equitable, our power is in our people. We are a diverse team committed to strengthening our communities. Join us to develop your skills and unlock your potential.

We seek a dynamic individual to support our Managerial Team and COO in onboarding new advisors across Atlantic Liberty, Connecticut, and New England locations. This includes coaching staff to ensure a seamless onboarding process.

Key Responsibilities

1. Administer local company policies and act as Region/Headquarters Field Liaison.
2. Lead Northeast New Advisor Onboarding process, collaborating with other roles to refine procedures.
3. Develop and implement efficient onboarding procedures with the COO.
4. Monitor Smartsheet and hiring pipelines; enroll candidates in tracking systems.
5. Partner with AHCA to improve onboarding processes and manage handoffs.
6. Serve as the AHCA liaison and escalate concerns to leadership.
7. Coordinate onboarding for new EXPs, including contracting and transfers.
8. Track PEP progress and communicate candidate status to VPs.
9. Ensure regular onboarding meetings and create checklists for onboarding processes.
10. Maintain consistency and implement best practices across districts.
11. Support initiatives to improve onboarding efficiency and effectiveness.

The salary range is $60,000 - $75,000, with benefits including medical, dental, vision, 401(k), and paid time off. Qualifications include 3+ years of industry or operations experience, strong organizational and leadership skills, and knowledge of hiring processes.

Skills

• Business Analytics
• Data Gathering and Reporting
• Data Integrity
• Document Management
• Effective Communication
• Process Mapping/Flowcharting

We are committed to diversity and equal opportunity employment. Reasonable accommodations are available for applicants during the hiring process.