Wealth Advisor Onboarding & Ops Specialist

Cerity Partners; New York (NY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Cerity Partners in the United States seeks a Wealth Management Advisor Onboarding Transition Specialist. You will oversee client data migration, system setup, and training coordination for newly acquired advisors, ensuring a smooth four-month transition.

You will act as a liaison between advisors and centralized service teams, coordinate logistics, track milestones, and deliver comprehensive handoffs with documentation and warm introductions to support teams.

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years in financial services operations or onboarding.
• Strong communication, organization, and customer service skills.

Responsibilities

• Lead client data migration and system setup in Salesforce and Orion.
• Coordinate and tailor 4-month onboarding plans for new advisors.
• Facilitate introductions to stakeholders across investment, compliance and tech.
• Track milestones and document transition activities.

Skills

Client onboarding

Project coordination

Communication skills

Detail oriented

Customer service

Education

Bachelor's degree in business, finance, or related field

Tools

Salesforce CRM

Orion portfolio management system

Job description

Cerity Partners in the United States seeks a Wealth Management Advisor Onboarding Transition Specialist. You will oversee client data migration, system setup, and training coordination for newly acquired advisors, ensuring a smooth four-month transition.

You will act as a liaison between advisors and centralized service teams, coordinate logistics, track milestones, and deliver comprehensive handoffs with documentation and warm introductions to support teams.