Position Overview:
The Advisor Onboarding Transition Specialist ensures a seamless transition for newly recruited advisors during their first four months at Cerity Partners. This role manages client data migration, system setup, training coordination, and operational integration—serving as the primary liaison between new advisors and centralized service teams.
This is a high-touch role that calls for steady, confident support for incoming advisors. This person will work closely with senior stakeholders and requires someone to be comfortable leading from an operational expert role while taking a consultative, collaborative approach.
The scope of this role is expected to flex with the volume and timing of advisor liftouts. During periods of lower liftout activity, this person may pivot to support broader M&A integration work, including regular mergers and other transition-related projects outside the core advisor onboarding workflow. Candidates should be comfortable with a role whose day-to-day focus shifts based on deal flow rather than following a fixed, static scope.
Key Responsibilities:
Client Data Migration & System Setup
- Handle custodial paperwork and new-account setup processes for clients transitioning onto CP's platform
- Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
- Verify data integrity across all systems and resolve discrepancies with technology and operations teams
- Maintain detailed documentation of all client migration activities and system configurations
Advisor Onboarding & Training Coordination
- Develop and execute customized onboarding plans tailored to each advisor's background and book of business
- Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
- Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
- Track onboarding milestones and proactively address gaps throughout the 4-month transition period
Administrative Support & Transition Management
- Serve as primary advisor contact for questions, troubleshooting, and issue escalation
- Coordinate logistics including technology setup, office space, business cards, and marketing materials
- At the 4-month mark, conduct comprehensive handoffs with detailed transition documentation and warm introductions to centralized support teams
- Act as a liaison with our custodian service and transition teams to troubleshoot client issues with account openings and asset transfers as they arise.
Work Environment & Travel:
This role requires travel to advisor locations to support in-person onboarding. CP aims to provide 30 days' notice, but turnaround can be shorter given the nature of acquisition timing. Candidates should go in with eyes open about this and be comfortable with a flexible, sometimes fast-moving travel schedule.
Required Qualifications:
- Bachelor's degree in business, finance, or related field; or equivalent work experience
- 3–5 years of experience in financial services operations, client onboarding, or project coordination
- Proficiency with CRM and portfolio management systems; experience with Salesforce and/or Orion strongly preferred
- Experience with custodial paperwork and new client account setup
- Exceptional organizational skills with ability to manage multiple concurrent onboarding projects
- Strong written/verbal communication, detail orientation, and customer service aptitude
- An operational mindset — someone who enjoys the paperwork and process side of the job, not just the relationship side
- Comfort operating with ambiguity; able to problem-solve independently
- Working understanding of project management fundamentals
Preferred Qualifications:
- Experience supporting wealth management or RIA practices through mergers and acquisitions
- Experience working with executive-level stakeholders in change management environments
- Knowledge of financial advisory compliance requirements and industry regulations
- Project management certification (PMP/CAPM) and experience creating training materials
- Familiarity with change management principles
Compensation Range:
$100,000 - $120,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
· Health, dental, and vision insurance – day 1!
· 401(k) savings and investment plan options with 4% match
· Flexible PTO policy
· Parental Leave
· Financial assistance for advanced education and professional designations
· Opportunity to give back time to local communities
· Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree in business, finance, or a related field, or equivalent work experience
- 3-5 years of experience in financial services operations, client onboarding, or project coordination
- Proficiency with Salesforce CRM
- Experience with Orion portfolio management system
- Exceptional organizational skills and ability to manage multiple concurrent onboarding projects
- Strong written and verbal communication skills
- Strong attention to detail and customer service aptitude
- Experience supporting wealth management or RIA practices through mergers and acquisitions
- Knowledge of financial advisory compliance requirements and industry regulations
- Project management certification such as PMP or CAPM
- Experience creating training materials
- Familiarity with change management principles
- Authorization to work for any employer in the United States
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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