POSITION OVERVIEWThe 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 RESPONSIBILITIESClient 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
