RIA Onboarding Manager

About Us:

The Amplify platform is a unified wealth management ecosystem focused on maximizing efficiency improving client outcomes and driving growth for the enterprise and advisor. Amplify automates and integrates the daily functions of a wealth management practice onto a single pane of glass. The platform combines a customizable chassis with experienced integration consultants and a hands-on support team to provide an integrated scalable solution for RIAs broker-dealers/OSJs and multifamily offices. Amplify provides seamless digital capability around client onboarding an institutional model marketplace true UMA trading and client lifecycle tracking as well as integrated surveillance billing analytics and reporting. Intuitive dashboarding for all firm stakeholders is driven through visibility funnels that provide clarity for daily business functions quickly. Amplify is the RIA Operating System (ROS). The platform’s cloud-based multi-custodial framework makes it the ideal all-in-one platform for growth-minded wealth management enterprises. Amplify is headquartered in Scottsdale Arizona.

About the Position:

We are seeking a dynamic and experienced RIA Onboarding and Custodian Relationship Manager to join our team. This individual will own and manage relationships with custodians facilitating seamless communication and collaboration to support the onboarding of new RIA clients and firms. The ideal candidate will have a proven ability to build strong relationships manage projects and provide consultative insights to improve business processes. This role requires a deep understanding of the financial services industry particularly in book transitions and performance reporting software.

Responsibilities:

Relationship Management:

• Own and manage conversations with custodians establishing and nurturing strong relationships.
• Act as the primary point of contact for custodians ensuring clear and effective communication.
• Collaborate with custodians to identify opportunities for mutual growth and enhanced service delivery.

Onboarding Process:

• Lead and coordinate the onboarding process of new RIA clients and firms across multiple departments including technology trading and compliance.
• Develop and maintain project plans timelines and deliverables to ensure successful onboarding and transitions.
• Manage and resolve any issues or challenges that arise during the onboarding process with critical thinking and crisis management skills.
• Consulting and Process Improvement:
• Provide consultative support to firms during the onboarding process offering recommendations to optimize their operations.
• Evaluate and enhance existing processes to improve efficiency and effectiveness.
• Stay current with industry trends and best practices to inform recommendations and strategies.
• Performance Reporting Software Expertise:
• Utilize knowledge of performance reporting software (e.g. Black Diamond Addepar Orion Tamarac) to support firms in their transitions.
• Assist firms in leveraging these tools to enhance their reporting capabilities and client experience.

Qualifications:

• Bachelor's degree in Finance Business Administration or a related field..
• 4-5 years of experience in the financial services industry with a focus on custodian relationships onboarding or project management.
• Proven ability to build and maintain strong relationships with custodians and other stakeholders.
• Experience with book transitions and familiarity with performance reporting software (Black Diamond Addepar Orion Tamarac).
• Strong project management skills with the ability to manage multiple projects and deadlines simultaneously.
• Excellent critical thinking and crisis management abilities.
• Strong consultative skills with the ability to provide actionable recommendations to improve business processes.
• Excellent communication and interpersonal skills.
• Ability to work effectively with cross-functional teams.

Preferred Qualifications:

• Experience participating in IT implementation projects with hundreds of users.

Tools & Platforms

• Performance reporting tools: Black Diamond Addepar Orion Tamarac
• Custodian platforms: Schwab Pershing Fidelity Goldman Sachs
• Internal systems: Microsoft Office CRM platforms project management tools 

What We’re Looking For 

• Bachelor's degree in Finance Business or related field.
• 4–5 years of experience in financial services with emphasis on custodian relationships or onboarding.
• Proven relationship-building skills with custodians and internal stakeholders.
• Experience managing book transitions and platform training.
• Strong project management and communication abilities.
• Consultative mindset with process improvement orientation. 

Bonus: experience with large-scale IT implementations. 

Compensation and Benefits

• Salary: From $85000+ BOE
• 401(k) with company match
• Medical dental and vision insurance • Health savings account
• Life insurance
• Paid time off

Location Scottsdale AZ (in-office role)

Equal Opportunity Statement:

Amplify is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on merit qualifications and business needs. Must be able to pass a background check.

Predictive Index Survey required.

What We Do

Amplify’s cloud-based integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting Amplify brings the tools you need together in one scalable seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems into one unified solution Amplify creates clarity where others create complexity. Customizable tools enable you to shape Amplify to fit your firm’s needs from enterprise-level operations to personal client relationships.

Why Work With Us

At Amplify you’ll do meaningful work that drives change in wealth management while building your career. We’re shaping the future of the industry with innovation collaboration and a culture that champions growth and real results.

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