Job description
**Job Title: Onboarding Manager for Enterprise Wealth Management**
Take charge of the comprehensive onboarding process for intricate enterprise wealth management organizations, acting as the key liaison from the completion of sales to the readiness of operational functions. Establish and uphold the standards, playbooks, and critical milestones for enterprise onboarding while enhancing the operational framework through collaboration across various departments. Candidates should possess a minimum of 7 years of expertise in implementation or transitions within the financial services sector, along with maintained FINRA Series 7 and 63 licenses. A profound understanding of advisory firm operations, exceptional project management capabilities, and the capacity to navigate complex environments with multiple stakeholders are essential.
