Job Details

Overview

Folsom, California; Sacramento, California; Walnut Creek, California. Allworth Financial is an independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. This is a Full-Time, Exempt Hybrid role based out of our offices in Folsom, CA, Sacramento, CA, Walnut Creek, CA, or one of our other Bay Area offices. Base salary range is $100K- $115K plus quarterly bonus.

Summary: The Sr. Onboarding Manager partners with the Custodial Referral Programs (CRP) Team to provide a superior onboarding experience to clients referred to Allworth for financial guidance. As Team Lead, they provide active management, workflow direction, and ongoing mentorship to the Onboarding Team. They are responsible for all aspects of CRP client onboardings, including processes, procedures, timely execution, and relationships with clients and internal/external partners to ensure a seamless onboarding experience.

Responsibilities

• New referral client onboarding (25%): provide superior customer service, prepare onboarding paperwork packets, ensure timely completion of new account documents, coordinate opening and funding of investment accounts, enter client information in CRM, and maintain prompt response times.
• External & internal relationship management (20%): deliver an exceptional onboarding experience, build relationships with clients, advisors, sales reps, referral partners, and internal/external parties, partner with sales/advisor teams for service execution, and remove roadblocks for ease of doing business.
• Onboarding Team oversight (40%): direct management of the Onboarding Team, uphold high quality/accuracy of work, train to workflows/SLAs/policies, mentor new Specialists, and implement internal process/system improvements.
• Sales team support (15%): maintain program knowledge as a knowledge base, support building processes to facilitate a central client services experience, and assist with CRM/system enhancements.

Experience and Qualifications

• 4-year degree in finance, business or related
• 7+ years of client service support or related industry experience
• Working knowledge of Salesforce or a similar CRM
• Superior organizational skills and attention to detail
• Excellent verbal and written communication skills
• Independent motivation with ability to work across multiple teams
• Adaptability to a fast-paced environment with shifting priorities
• Strong ethics and integrity with confidentiality
• Emotionally intelligent with relationship-building skills
• Must be in good compliance standing with all rules, regulations and policies

OSHA Requirement

OSHA REQUIREMENT: This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Benefits

We value our associates and offer competitive base pay with an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) and Kaiser (HMO) plans for California associates
• Dental insurance
• Vision insurance
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Flexible paid time off for exempt associates
• Paid time off for non-exempt associates and 11 paid holidays
• Equity Purchase Program and future growth opportunities

We strive to maintain an environment where associates can learn and grow, contributing to processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

Equal Employment Opportunity and Voluntary Self-Identification

Allworth Financial is an equal employment opportunity employer. We do not discriminate on the basis of any protected status under applicable law. We may request voluntary self-identification for government reporting purposes. Completion is voluntary, confidential, and will not affect hiring decisions. Information may be used to measure outreach and employment practices in compliance with applicable laws.