Onboarding Experience Architect

Seventy2 Capital Wealth Management; Bethesda (MD); On-site; USD 52,000 - 68,000; Full time

Job summary

Seventy2 Capital is seeking an onboarding coordinator to create welcoming, structured experiences for new employees. You will manage pre‑boarding tasks, coordinate with HR/IT, and facilitate orientation sessions while ensuring a smooth transition for all hires.

The role requires 1–3 years in wealth management or onboarding and a warm, service‑oriented demeanor to support our growing team.

Qualifications

• 1–3 years in wealth management, onboarding, or employee experience roles.
• Strong communication and technology skills.
• High attention to detail and organizational excellence.
• Ability to manage multiple onboarding cycles simultaneously.
• Proficiency opening accounts.
• Warm, approachable, and service‑oriented demeanor.

Responsibilities

• New‑Hire Coordination — manage pre‑boarding tasks including paperwork, background checks, system access, and equipment requests.
• Client Transition – in partnership with Wells Fargo, transition Financial Advisor books of business.
• Orientation Facilitation — lead orientation sessions that introduce company culture, policies, and expectations.
• Cross‑Department Collaboration — work closely with HR, IT, and hiring managers to ensure seamless onboarding workflows.
• Documentation & Compliance — maintain onboarding records, help ensure compliance with company policies, and update onboarding materials as needed.
• Employee Experience — monitor new‑hire feedback, identify gaps, and recommend improvements to strengthen the onboarding journey.
• Process Improvement — evaluate onboarding workflows, streamline steps, and implement best practices to increase efficiency and consistency.
• Travel up to 50% of the year with the ability to work some extended hours during transitions.

Skills

Wealth management

Onboarding

Communication

Organization

Account opening

Job description

Seventy2 Capital is seeking an onboarding coordinator to create welcoming, structured experiences for new employees. You will manage pre‑boarding tasks, coordinate with HR/IT, and facilitate orientation sessions while ensuring a smooth transition for all hires.

The role requires 1–3 years in wealth management or onboarding and a warm, service‑oriented demeanor to support our growing team.