Onboarding & Transitions Specialist
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-31
Listing for:
Silverleaf Wealth Management
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist, Financial Compliance
Job Description & How to Apply Below
Silverleaf Wealth Management seeks a Transition Specialist to support onboarding of advisory practices and smooth transfer of client accounts to our firm. You will coordinate account openings, ACATs, and asset transfers with custodians, ensuring accuracy and regulatory compliance.
Reporting to the Lead Transition Specialist, you will maintain Wealthbox CRM records, communicate with advisors and clients, and help optimize transition workflows while delivering exceptional service.
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