Wealth Onboarding & Transitions Lead

Signal Advisors Inc.; Detroit (MI); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan with company contribution

Parental leave

Home office stipend

Flexible hybrid work environment

Annual all‑company retreat

Job summary

Signal Advisors Inc. in Detroit, MI is hiring an Onboarding Specialist to guide RIAs and IARs through transitions to Signal Wealth. You will coordinate paperwork, custodian transfers, and milestones from kickoff to go‑live, with a goal of faster, smoother handoffs.

You’ll work with the Wealth Onboarding & Transitions team and cross‑functionally with Sales and Advisor Success. Prior RIA transition experience and licensing are assets in this role.

Qualifications

• Hands‑on experience running advisor or account transitions at an RIA or broker‑dealer, from kickoff through accounts transferred.
• Working knowledge of Fidelity and/or Schwab custodial platforms, including ACAT and non‑ACAT transfers and custodian paperwork.
• A track record of managing several transitions or projects at once without missing deadlines.
• Clear, proactive written communication with advisors and partners—and the composure to handle tense conversations.

Responsibilities

• Guide new advisors from kickoff to go-live as their main operational contact—tracking timelines and milestones so every transition lands on schedule
• Move client accounts and assets accurately with custodians like Fidelity and Schwab, across ACAT and non‑ACAT transfers
• Prepare and review advisory documents and client data so paperwork is right the first time
• Resolve transition roadblocks—rejected paperwork, missing data, custodian delays—directly with custodians by phone and platform
• Keep advisors, internal teams, and vendors updated on every transition before they have to ask
• Shorten each stage of a transition by tightening the process and putting AI and automation to work on manual steps

Skills

Transitions experience

Fidelity/Schwab knowledge

Project management

Communication

Attention to detail

Education

Series 65/66 license

Tools

Fidelity

Schwab

Orion

Salesforce

CRM systems

Job description

Signal Advisors Inc. in Detroit, MI is hiring an Onboarding Specialist to guide RIAs and IARs through transitions to Signal Wealth. You will coordinate paperwork, custodian transfers, and milestones from kickoff to go‑live, with a goal of faster, smoother handoffs.

You’ll work with the Wealth Onboarding & Transitions team and cross‑functionally with Sales and Advisor Success. Prior RIA transition experience and licensing are assets in this role.