Signal Advisors

Onboarding Specialist

• Act as a trusted guide for RIAs and Investment Advisor Representatives (IARs)
• Serve as the main operational liaison for new advisors
• Coordinate full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support
• Collect, organize, and review client data; prepare advisory documents with high accuracy
• Manage the transfer of client accounts and assets, ensuring timely updates from custodians
• Proactively identify potential transition roadblocks and resolve issues

Billing Specialist

• Lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance.
• Serve as the internal Orion power-user; architecting complex fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm growth.
• Design and implement rigorous data integrity frameworks and "zero-defect" reconciliation processes to catch anomalies across platforms.
• Lead the billing onboarding for large-scale firm migrations, translating intricate advisory agreements into functional billing logic.
• Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce manual intervention, and increase departmental throughput.
• Act as the primary point of escalation for complex billing discrepancies, providing professional, high-touch support to financial advisors.
• Partner with Finance, Compliance, and Operations leadership to align billing practices with industry regulations (SEC/FINRA) and internal revenue goals.