Wealth Management Advisor Onboarding Transition 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

## Wealth Management Advisor Onboarding Transition SpecialistApply: Hybrid: Chicago, IL: New York City, NY: Full time: Posted Today: R904**POSITION OVERVIEW**The Advisor Onboarding Operations Specialist ensures a seamless transition for newly acquired advisors during their first four months at Cerity Partners. This role manages client data migration, system setup, training coordination, and operational integration—serving as the primary liaison between new advisors and centralized service teams.**KEY RESPONSIBILITIES****Client Data Migration & System Setup*** Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system* Verify data integrity across all systems and resolve discrepancies with technology and operations teams* Maintain detailed documentation of all client migration activities and system configurations**Advisor Onboarding & Training Coordination*** Develop and execute customized onboarding plans tailored to each advisor’s background and book of business* Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources* Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology* Track onboarding milestones and proactively address gaps throughout the 4-month transition period**Administrative Support & Transition Management*** Serve as primary advisor contact for questions, troubleshooting, and issue escalation* Coordinate logistics including technology setup, office space, business cards, and marketing materials* At the 4-month mark, conduct comprehensive handoffs with detailed transition documentation and warm introductions to centralized support teams**REQUIRED QUALIFICATIONS*** Bachelor’s degree in business, finance, or related field; or equivalent work experience* 3–5 years of experience in financial services operations, client onboarding, or project coordination* Proficiency with Salesforce CRM; experience with Orion portfolio management system strongly preferred* Exceptional organizational skills with ability to manage multiple concurrent onboarding projects* Strong written/verbal communication, detail orientation, and customer service aptitude**PREFERRED QUALIFICATIONS*** Experience supporting wealth management or RIA practices through mergers and acquisitions* Knowledge of financial advisory compliance requirements and industry regulations* Project management certification (PMP/CAPM) and experience creating training materials* Familiarity with change management principles*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.*