Onboarding Specialist

Who is AdvisorEngine:

We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do.

AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.

Our team is made up of designers, enterprise technologists, data scientists, futurists, and business builders. We are based in NYC and Raleigh, NC. If you love data and are driven to create the future of financial advice, we’d love to hear from you.

About this role:

AdvisorEngine is seeking a highly skilled Senior Transition Specialist who will roll up their sleeves and own the on-boarding and implementation of new financial advisory firms who have purchased our Wealth Platform technology. As a key member of the team, you will help coordinate and build strong relationships and engagement with clients from the sales handoff to the long-term Relationship Managers. You will collaborate with cross-functional internal teams to deliver consistently excellent client experiences while building a network of champions across the client firm. Our ideal candidate can teach clients to be self-sufficient with the Wealth Platform and CRM and can influence technology adoption.

Responsibilities:

• Own and ensure a successful implementation and adoption (initial training) of our Portfolio Management and CRM technology with new clients to the firm
• Drive technology adoption post implementation to ensure clients are obtaining maximum value from our technology services
• Build shared AE/client project plan that to track tasks and milestones leading to on time implementations
• Coordinates with the stakeholders at our client’s investment firms and our firms’ internal data migrations and training team to project manage each client onboarding process
• Maintain and deliver client success strategies and best practices including trading, rebalancing,billing, goals based planning, client portal and CRM
• Build a network of champions across the client firm and internally
• Teach clients to be self sufficient with the software and to influence technology adoption
• Problem solve and bring in technical support from various departments to ensure our technology is fully implemented in a way that delivers great value to our clients
• Review the customer onboarding journey, identifying how it’s implemented and supported, taking a consultative approach in helping clients overcome issues and achieve goals
• Facilitate interaction and workflow between project team members, including third-party service providers, to ensure deliverables are on time
• Collaboratively problem solve and/or strategize on upcoming client meetings with team members

Required Skills & Qualifications:

• 3-5 years of experience in communications, training, marketing, sales, account management or client success
• Financial services experience
• Knowledge of the Registered Investment Advice business
• Expertise in wealth platform technology including trading, rebalancing, billing, and workflows
• Relationship focused with an ability to teach 
• Strong social, verbal and written communication
• Strong problem solving and project management skills
• Analytical and process-oriented mindset
• Comfortable working across multiple departments in a deadline-driven environment
• Active team player, self-starter and multitasker who can quickly adjust priorities