Client Onboarding Team Manager
Location
United States
Posted
7 days ago
Salary
$95K - $125K / year
Job Description
Job Requirements
- Bachelor’s degree in Business, Finance, Economics, or related field preferred.
- 7+ years of wealth management operations experience, including 3+ years of direct management.
- Direct experience with Schwab and/or Fidelity account opening and transfer processes strongly preferred.
- Experience managing distributed (onshore and offshore) teams.
- Strong analytical, problem-solving, and process improvement capabilities.
- Ability to thrive under pressure, manage competing priorities, and drive results during peak volumes.
- Superior verbal and written communication skills with strong relationship-building ability.
- Proficiency in Microsoft Office Suite; familiarity with Salesforce, Workday, and custodial platforms preferred.
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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