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Position Summary

We are seeking a Senior Manager, RJA Onboarding Manager who partners with the Transitions Team and RJA market executives to ensure successful onboarding programs specifically for financial advisors joining the organization. This role ensures new advisors transition smoothly, understand compliance requirements, and quickly build client relationships. The position requires deep knowledge of financial services, regulatory standards, and advisor success strategies.

_This is a_** **_Hybrid role with In-Office presence requirements at least 3 days/week_

Key Responsibilities

+ Lead and manage the end-to-end onboarding journey for new branches and advisor teams, from transition through graduation.

+ Partner with RJA market executives and divisional leadership to design and execute tactical advisor and team onboarding strategies aligned with business goals.

+ Build scalable, repeatable processes that support growth while remaining agile to meet unique advisor needs.

+ Serve as the central liaison between Transitions, divisional leaders, transition teams, and internal departments.

+ Create and maintain onboarding playbooks, templates, and workflows to ensure consistency and excellence across all divisions.

+ Monitor onboarding KPIs and continuously improve workflows to enhance advisor satisfaction and operational efficiency.

+ Lead, develop, and retain a high-performing processes that thrives on collaboration, ownership, and service excellence.

+ Represent RJA as an onboarding subject matter expert in recruiting presentations and strategic planning sessions.

+ Provide ongoing operational support to divisional management, ensuring seamless execution of business initiatives.

Knowledge of

+ Financial industry and strong understanding of wealth management, investment products, and compliance requirements

+ Basic business administration principles.

+ Economic and accounting principles and practices.

Skill in

+ Concierge level customer service experience.

+ Interpersonal, project management, problem-solving and decision making skills.

Ability to

+ Work independently and collaboratively within a team environment.

+ Be receptive to both internal and external clients’ needs.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing.

+ Balance conflicting resource and priority demands.

+ Provide a high level of customer service.

Qualifications

**Education** : Bachelor’s degree in Business, Finance, or related field

**Experience:** 6+ years in financial services, with experience in advisor onboarding or practice management.

Licenses/Certifications

+ SIE required provided that an exemption or grandfathering cannot be applied.

+ Series 7 required.

Travel

At Least 25%-50%