Wealth Enhancement Group

Client Onboarding Team Manager

Wealth Enhancement Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $95,000 - $125,000 per year

Job Level

SeniorLead

About the role

  • Oversee the account opening and asset transfer process for all firm channels, including Marketing, CRP, SRP, and Advisor Teams.
  • Establish and monitor KPIs including cycle time, NIGO rates, throughput, SLAs, and quality metrics to drive accountability and performance.
  • Develop and implement best practices and standardized operating procedures for onboarding workflows.
  • Manage team capacity planning to support peak onboarding volumes while maintaining a high-touch, client-focused service model.
  • Address and resolve onboarding challenges with urgency to minimize disruption to the advisor and client experience.
  • Partner closely with internal teams and advisor groups to understand advisor/client needs and design effective workflows.
  • Serve as a trusted operational partner to Advisors, proactively communicating updates and managing escalations.
  • Lead and coordinate onshore and offshore teams to ensure seamless execution and consistent service standards.
  • Monitor performance of distributed teams, providing coaching, feedback, and development opportunities.
  • Build and maintain strong relationships across leadership, external partners, custodians, and vendors.
  • Identify opportunities, design scalable workflows, and execute strategic initiatives to enhance onboarding efficiency.
  • Evaluate and redesign processes to improve accuracy, scalability, and risk mitigation.
  • Partner with Product and Technology teams to enhance and drive adoption of account opening technology solutions.
  • Develop and adhere to Service Level Agreements, quality control standards, and process documentation.
  • Drive adoption of Client Service Operations offerings through clear communication of value and continuous refinement.
  • Recruit, mentor, and lead a high-performing operations team aligned with organizational values.
  • Build unified, collaborative teams across multiple locations.
  • Provide coaching and training to foster team growth and operational excellence.
  • Align daily team execution with strategic organizational priorities.
  • Encourage cross-training and professional development to improve productivity and service quality.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, or related field preferred.
  • 7+ years of wealth management operations experience, including 3+ years of direct management.
  • Direct experience with Schwab and/or Fidelity account opening and transfer processes strongly preferred.
  • Experience managing distributed (onshore and offshore) teams.
  • Strong analytical, problem-solving, and process improvement capabilities.
  • Ability to thrive under pressure, manage competing priorities, and drive results during peak volumes.
  • Superior verbal and written communication skills with strong relationship-building ability.
  • Proficiency in Microsoft Office Suite; familiarity with Salesforce, Workday, and custodial platforms preferred.
Benefits
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account openingasset transferKPI monitoringprocess improvementcapacity planningworkflow designperformance monitoringrisk mitigationservice level agreementsquality control
Soft Skills
analytical skillsproblem-solvingcommunication skillsrelationship buildingteam leadershipcoachingmentoringcollaborationadaptabilitystrategic alignment