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Onboarding & Transitions Lead — Wealth Ops

Job in Lawrence, Douglas County, Kansas, 66045, USA
Listing for: Triad Partners, LLC
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
  • Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services company seeks an Onboarding and Transitions Manager to lead the onboarding and asset transition for financial advisors. This role involves managing multiple projects, coordinating with internal teams, and ensuring a smooth onboarding experience. The ideal candidate will have 3-7 years of experience in wealth management or project management, along with strong communication and organizational skills. This position is pivotal for building trust with advisors and enhancing their experience with the company.
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