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 $85,000+ 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.