Note: The job is a remote job and is open to candidates in USA. Osaic is seeking an Onboarding Consultant to support new Financial Professionals moving their existing businesses to Osaic across all channels. The role provides advisor-facing transition consulting and executes repapering, asset movement, account transfers, issue resolution, and process improvements while partnering with Business Development, Operations, and Channel Leadership.
Responsibilities
- Advisor-facing transition consulting for all channels including Empowered Independence
- Repapering & asset movement execution across all channels/Tiers
- Cross-functional partnership and optimization
- Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
- NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
- Troubleshoot and escalate any transition related issues
- Look for ways to improve & expedite the asset movement process
Skills
- The Onboarding Consultant needs to have a thorough understanding of the account opening and transfer process including their dependency on one another to move an entire book of business
- This person must have some transition experience
- Become a subject matter expert on asset movement
- Demonstrate a high level of technical knowledge
- Be detailed oriented
- Have exceptional communication skills
- Self-starters who are quick learners, resourceful, and results oriented
- The person must have the ability to organize, prioritize, and handle multiple projects simultaneously
- SIE/S7 or S99 required within 12 months
- Previous Financial/Transition experience 1-3 Years
- Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic
- Bachelor's Degree Preferred
- H.S. Diploma or GED certificate + Significant Practical Experience will be considered
- Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
- Previous work experience in financial services
Benefits
- 10% annual bonus
- Remote work within the United States
- Hybrid work arrangement
Company Overview