转型入职顾问-2
Transitions Onboarding Consultant-2
现任员工和承包商请在此申请
Osaic 职业发展
转型入职顾问
地点：符合所有公司地点附近及美国境内的远程办公条件的合格候选人欢迎申请。该职位需要在美国各地最多 40% 的出差时间。
职位类型：
全职。最多 40% 的时间出差。
薪资：
每年 65,000 - 75,000 美元 + 年度 10% 奖金
简介：
入职顾问将作为转型团队的一员，支持新金融专业人士将现有业务转移到 Osaic 所有渠道。转型入职顾问为所有 Osaic 渠道的金融专业人士提供无缝、一致的入职和重新文件处理体验。这个混合职位结合了面向顾问的咨询与实际的操作执行，与业务发展、运营和渠道领导紧密合作。
入职顾问需要对账户开设和转移流程有深入理解，包括它们之间的相互依赖关系，以完成整个业务书籍的转移。此人必须有一定的转型经验，并成为资产转移的专家，展示高水平的技术知识，注重细节，并具备出色的沟通能力。我们寻找自我驱动、学习能力强、富有创造力且注重结果的人，在快节奏、协作的环境中工作。
该人员必须具备组织、优先排序和同时处理多个项目的能力。入职支持将通过虚拟和现场方式提供。
职责：
- 面向顾问的各渠道（包括 Empowered Independence）转型咨询
- 各渠道/层级的重新文件处理与资产转移执行
- 跨职能合作与优化
- 数据收集、表格准备与提交；监控账户转移（现场和虚拟）
- 监控并解决影响资产转移的 NIGO（未良好有序）文件
- 解决并上报任何与转型相关的问题
- 寻找改进和加快资产转移流程的方法
教育要求：
· 优先考虑学士学位，高中文凭或 GED 证书加显著实践经验也将被考虑。
基本要求：
- 12 个月内需获得 SIE/S7 或 S99 资格
- 1-3 年金融/转型相关经验
优先要求：
- 行业执照，如 SIE、系列 6、7、65、66 或 24/26 执照
- 之前在金融行业的工作经验
查看英文原文
Current Employees and Contractors Apply Here
Osaic Careers
Transitions Onboarding Consultant
Location(s): Qualified candidates near all company locations and remote within the United States are encouraged to apply. Role requires up to 40% travel throughout the US.
Role Type:
Full time. Travel up to 40% of the time.
Salary:
$65,000 - $75,000 per year + 10% annual bonus
Summary:
The Onboarding Consultant will be part of the Transitions Team supporting new Financial Professionals moving their existing business to Osaic across all Channels. The Transitions Onboarding Consultant delivers a seamless, consistent onboarding and repapering
experience for Financial Professionals across all Osaic channels. This hybrid role blends advisor-facing consulting with hands-on operational execution, partnering closely with Business Development, Operations, and Channel Leadership.
The Onboarding Consultant needs to have a thorough understanding of the account opening and transfer process including their dependency on one another to move an entire book of business. This person must have some transition experience and become a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a fast-paced and collaborative environment.
The person must have the ability to organize, prioritize, and handle multiple projects simultaneously. The Onboarding support will be offered virtually and in person.
Responsibilities:
- Advisor-facing transition consulting for all channels including Empowered Independence
- Repapering & asset movement execution across all channels/Tiers
- Cross-functional partnership and optimization
- Data gathering, forms preparation & submission; monitoring account transfers (in person and virtually)
- NIGO (Not in Good Order) paperwork monitoring & resolution impacting asset movement
- Troubleshoot and escalate any transition related issues
- Look for ways to improve & expedite the asset movement process
Education Requirements:
· Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.
Basic Requirements:
- SIE/S7 or S99 required within 12 months
- Previous Financial/Transition experience 1-3 Years
Preferred Requirements:
- Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
- Previous work experience in financial services
Current Employees and Contractors Apply Here
Originally posted on Himalayas