Onboarding & Transitions Concierge Lead

Cetera Financial Group; Dallas (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Paid time off (PTO)

401(k)

Parental leave

EAP

Life Insurance

Job summary

Cetera Financial Group is seeking an Onboarding and Transitions professional to drive efficient account migrations and serve as the primary onsite liaison for financial professionals and their teams. The role emphasizes proactive service, training coordination, and cross-team collaboration to accelerate asset movement.

Travel to client offices up to 80-90% is required, with a focus on compliance, accuracy, and delivering a white-glove onboarding experience to accelerate transitions and adoption

Qualifications

• Bachelor's degree in finance or a related field.
• Minimum of 5 years in Financial Services.
• Project management experience.
• Strong communication with clients, partners and leadership.
• Excellent organizational skills with multiple priorities.

Responsibilities

• Travel to offices for in-person account processing assistance and training.
• Provide proactive, timely, accurate service to offices.
• Be the single onsite contact between the office and the wider organization.
• Liaise with internal stakeholders to streamline issue resolution.
• Identify and deploy training resources for ongoing office self-sufficiency.
• Support smooth transitions with broker-dealer teams on completion.
• Execute transition plans for efficient account migrations.
• Promote benefits of efficient processing and technology adoption.
• Stay updated on new tech and regulatory changes; inform offices.
• Provide feedback to improve onboarding and transition experiences.
• Ensure regulatory compliance during migrations.
• Ensure technology access is ready on first day for all office members.
• Distribute transition materials and track milestone progress.

Skills

Bachelor’s Degree

5+ years Financial Services Experience

Project Management

Communication skills

Organizational skills

Education

Bachelor's degree in finance or related field

Job description

Cetera Financial Group is seeking an Onboarding and Transitions professional to drive efficient account migrations and serve as the primary onsite liaison for financial professionals and their teams. The role emphasizes proactive service, training coordination, and cross-team collaboration to accelerate asset movement.

Travel to client offices up to 80-90% is required, with a focus on compliance, accuracy, and delivering a white-glove onboarding experience to accelerate transitions and adoption