Remote Onboarding Lead for Financial Advisors

Equitable

United States

Remote

USD 60,000 - 80,000

Full time

3 days ago

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Job summary

Equitable is seeking an experienced Onboarding Program Administrator to lead end-to-end onboarding for financial professionals within the Central Mountain Complex. You will coordinate with complex leadership, HQ, and onboarding teams to ensure a smooth, compliant process and timely execution.

Responsibilities include monitoring workflows, tracking licensing milestones, and refining processes for efficiency.

Qualifications

3+ years in onboarding, operations, or related fields.
Bachelor’s degree or equivalent work experience.
Strong organizational and communication skills.
Experience with Smartsheet, Excel and Office Suite.

Responsibilities

Manage end-to-end onboarding for financial professionals in Central Mountain Complex.
Liaise between Complex leadership, HQ partners and onboarding teams for a seamless experience.
Administer local policies while ensuring compliance with onboarding standards.
Monitor onboarding workflows, hiring pipelines, and analytics via Smartsheet.
Track contracting, licensing, PEP and validation milestones; address delays.
Partner with leadership to refine onboarding processes for efficiency and consistency.
Communicate progress and milestones to VPs and stakeholders.
Develop onboarding checklists and tools to support advisor readiness.
Foster cross-team collaboration to complete onboarding on schedule.
Support HQ initiatives and process improvements for field operations.