Dallas, Texas, 75201
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.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
