[Hiring] Transition Specialist @XYPN

Role Description

As our Transition Specialist, you will serve as the operational backbone of the Sapphire onboarding process. You are responsible for ensuring all the behind-the-scenes steps required to bring a new advisor onto the platform are completed accurately, efficiently, and consistently. This role is essential to delivering a high-quality onboarding experience.

• Preparing and managing Docusign paperwork and custodial forms (40–50%)
• Entering data, updating trackers, and executing platform setups (25–35%)
• Internal follow-up, task clarification, and issue escalation (10–15%)
• Process documentation and suggestions for improvement (5–10%)

You will also play a key role in identifying inefficiencies, documenting repeatable workflows, and suggesting ways to improve how onboarding happens.

Qualifications

• 1-2+ years of experience in operations, client service, or administrative support
• High attention to detail and ability to execute repeatable workflows
• Comfort with tech tools and platforms (e.g., CRM, Docusign, spreadsheets, custodian systems)
• Ability to follow SOPs while suggesting improvements when needed
• Strong organizational and time management skills
• Collaborative attitude and responsiveness in a team environment
• Legally authorized to live and work in the United States without present or future need for sponsorship

Requirements

• Prepare, format, and send Docusign packets for client and advisor paperwork
• Enter advisor and client data into transition & onboarding trackers, spreadsheets, and internal tools
• Set up advisor tech stack components (e.g., Schwab, Orion, CRM platforms) following documented steps
• Track progress across onboarding deliverables; ensure nothing falls through the cracks
• Follow up with internal stakeholders on pending tasks or missing inputs
• Flag delays, errors, or inconsistencies to the Transition Lead proactively
• Assist with formatting client agreements after compliance approval, where applicable
• Maintain SOPs and process checklists; help identify tasks that can be templatized or automated
• Help transition onboarded advisors to the Client Service team by ensuring documentation and tracking are complete and accurate

Benefits

• Salary: $63,000 - $78,000 Annually
• 100%- employer-funded Employee Stock Ownership Plan (ESOP)
• Unlimited vacation days (minimum of 3 weeks required per year)
• 9 paid holidays (flexible holidays offered)
• 401(k) with match; you put in 6%, and we put in 4.5%
• 12 weeks paid parental leave for the birth or adoption of a child
• Health insurance with employer contribution
• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
• Pet insurance availability
• Health Savings & Flex Spending Accounts available
• Employer-paid Life and AD&D insurance
• Employer-paid Long Term Disability coverage
• Up to $150/month for financial planner costs, plus up to $500 toward upfront fees
• $2000/year (prorated by start date) for professional development
• $250/quarter for personal wellness
• $500 donation to a non-profit organization of your choice for 40 hours of volunteering
• Sabbatical program with cash bonus and extra time off at 5, 10, and 15 years
• Subsidized employer-sponsored childcare (subject to availability)
• Various gym discounts
• Company-owned laptop computer provided (Apple Products)