Onboarding Analyst

Kestra Financial; Tempe (AZ); On-site; USD 80,000 - 110,000; Full time

Job summary

Kestra Financial is seeking an Onboarding Program Manager to drive a referable onboarding experience for firms by coordinating key processes, managing documentation, data uploads, and appointment requests.

You will support onboarding consultants, collaborate with stakeholders, and push for efficiency and accuracy across onboarding functions while upholding professionalism and leadership.

Qualifications

• 3–5 years of project management experience including plans, issues, and resolutions.
• Proficiency with MS Excel, Smartsheets, JIRA and Confluence.
• Strong organizational, communication and teamwork abilities.

Responsibilities

• Collaborate with Onboarding Consultants to review, revise, and upload bulk spreadsheets to the SRE team.
• Maintain and update Onboarding SOP documents in Whale and ensure accuracy of documents stored in SharePoint.
• Assist OBCs in generating and running onboarding reports as needed.
• Submit carrier appointment requests for onboarding firms and follow up for timely processing.
• Manage and submit all NFS logo installation requests ahead of deadlines.
• Participate in weekly firm check-in meetings with OBCs and provide coverage in their absence.
• Uphold professionalism, integrity, and leadership across projects and stakeholders.
• Demonstrate client focus, teamwork, and accountability in all interactions.
• Complete special projects assigned by leadership.

Skills

Project management

MS Excel

Smartsheets

JIRA

Confluence

Communication

Interpersonal skills

Organization

Adaptability

Tools

MS Excel

Smartsheets

JIRA

Confluence

Job description

Lead with Purpose. Partner with Impact

The Onboarding Program Manager plays a critical role in ensuring a referable onboarding experience for firms by managing key operational processes and collaborating with stakeholders. This role involves overseeing documentation, facilitating data uploads, coordinating appointment requests, and supporting onboarding consultants to drive efficiency and accuracy across onboarding functions

What you’ll Do:

To perform this job successfully, the individual must be able to execute the following responsibilities effectively:

• Collaborate with Onboarding Consultants (OBCs) to review, revise, and upload bulk upload spreadsheets to the SRE team.
• Maintain and update Onboarding Standard Operating Procedure (SOP) documents in Whale and ensure the accuracy of other relevant documents stored in SharePoint.
• Assist OBCs in generating and running reports for onboarding firms as needed.
• Submit carrier appointment requests for onboarding firms and proactively follow up to ensure timely processing.
• Manage and submit all NFS logo installation requests for onboarding firms ahead of deadlines to ensure prompt installation.
• Participate in weekly firm check-in meetings with OBCs as needed and provide coverage in their absence.
• Uphold high standards of professionalism, integrity, and leadership throughout all projects, both internally and externally, aligning with the organization's business philosophies and protocols.
• Demonstrate professionalism, accountability, client focus, advocacy, teamwork, and integrity in all interactions.
• Complete special projects assigned by leadership.

What You Bring:

To perform this job successfully, an individual should have the following skills and abilities:

• 3-5 years of project management experience- including hands-on use of project plans, issue tracking, and resolution.
• Proficiency in project management tools- including MS Excel, Smartsheets, JIRA, and Confluence.
• Strong project management expertise- a proven ability to create, oversee and execute initiatives effectively.
• Proficiency in desktop and web-based applications- ensuring seamless workflow and communication.
• Exceptional organizational skills- the ability to strategically and tactically structure and manage activities.
• Adaptability in a fast-paced environment- demonstrating agility in responding to changing priorities.
• Excellent communication skills- including verbal, written, presentation, and meeting facilitation.
• Strong interpersonal and teamwork abilities- fostering collaboration across departments and stakeholders.