About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives, a mission we’ve honed since 1859.
Equitable is seeking a dynamic, relationship-focused Complex Onboarding Manager to lead and optimize the new advisor onboarding experience across the Central Mountain Complex. This individual will serve as a trusted partner to Complex leadership, ensuring the efficient execution of advisor onboarding, contracting, validation, and licensing processes while driving consistency, continuous improvement, and operational excellence. The ideal candidate will possess strong organizational, communication, and process management skills, with the ability to collaborate effectively across field leadership, headquarters, and support teams.
What You’ll Be Doing
- Manage the end-to-end onboarding process for new financial professionals across the Central Mountain Complex.
- Serve as the primary liaison between Complex leadership, headquarters partners, and onboarding support teams to ensure a seamless onboarding experience.
- Administer company policies and procedures at the local level while ensuring compliance with established onboarding standards.
- Monitor and maintain onboarding workflows, hiring pipelines, and activity tracking through Smartsheet and other operational systems.
- Track advisor contracting, licensing, PEP, and validation milestones while proactively addressing delays and escalations.
- Partner with Complex leadership and headquarters teams to develop, refine, and implement onboarding processes that improve efficiency and consistency.
- Communicate onboarding progress, key milestones, and potential risks to Vice Presidents, Complex leadership, and other stakeholders.
- Develop onboarding checklists, tools, and best practices to support advisor readiness and operational excellence.
- Facilitate collaboration among branch and district staff to ensure onboarding activities are completed accurately and on schedule.
- Support headquarters initiatives, new programs, and process improvement efforts designed to enhance field support and advisor experience.
Remote – This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:00 AM–5:00 PM CST). Periodic office visits may be requested based on business needs.
Pay Transparency
The base salary range for this position is $60,000 - $80,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
- 3+ years of experience in onboarding, operations, business administration, financial services support, recruiting coordination, or a related field.
- Bachelor’s degree in Business Administration, Management, Finance, Human Resources, or a related discipline; equivalent work experience may be considered.
- Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong organizational skills with exceptional attention to detail and follow-through.
- Experience utilizing workflow management and reporting tools such as Smartsheet, Microsoft Excel, and Microsoft Office Suite.
- Strong written and verbal communication skills with the ability to interact effectively with leadership and cross-functional partners.
- Demonstrated ability to identify process inefficiencies and implement operational improvements.
- Strong problem-solving and decision-making skills with the ability to appropriately escalate issues when needed.
Preferred Qualifications
- Experience supporting advisor onboarding, contracting, licensing, recruiting, or field operations within the financial services industry.
- Knowledge of advisor validation, compliance, and licensing processes.
- Experience with workflow management, CRM, or onboarding platforms.
- Project management experience supporting operational or process improvement initiatives.
- Familiarity with advisor distribution models and field support organizations.
- Lean process improvement or project management certification preferred.
Skills
- Advisor Onboarding & Contracting
- Process Improvement & Operational Excellence
- Project & Workflow Management
- Stakeholder Relationship Management
- Cross-Functional Collaboration
- Communication & Influence
Organizational & Problem-Solving Skills
ABOUT EQUITABLE
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
Job Details
Primary Location: UNITED STATES-Remote
Organization: Equitable
Schedule: Full-time
3+ years in onboarding, operations, or related field; Bachelor's degree in business or related discipline or equivalent experience; proficiency with Smartsheet, Microsoft Excel, and Microsoft Office Suite; strong organizational and communication skills.
Key Responsibilities
- managing onboarding processes
- coordinating with leadership
- tracking workflows
Skills & Tools
Smartsheet, Microsoft Excel, Microsoft Office Suite
Job Details
- Category: Business Operations
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 60,000 – 80,000 / year
- Languages: English
Benefits
- Generous paid time off
- Retirement plan
About Equitable
A financial services company helping clients secure their financial well-being. — Industry: Finance