[Hiring] Complex Onboarding Manager @Equitable

Role Description

Equitable is seeking a dynamic, relationship-focused Complex Onboarding Manager to lead and optimize the new advisor onboarding experience across the Central Mountain Complex. This individual will serve as a trusted partner to Complex leadership, ensuring the efficient execution of advisor onboarding, contracting, validation, and licensing processes while driving consistency, continuous improvement, and operational excellence.

• Manage the end-to-end onboarding process for new financial professionals across the Central Mountain Complex.
• Serve as the primary liaison between Complex leadership, headquarters partners, and onboarding support teams to ensure a seamless onboarding experience.
• Administer company policies and procedures at the local level while ensuring compliance with established onboarding standards.
• Monitor and maintain onboarding workflows, hiring pipelines, and activity tracking through Smartsheet and other operational systems.
• Track advisor contracting, licensing, PEP, and validation milestones while proactively addressing delays and escalations.
• Partner with Complex leadership and headquarters teams to develop, refine, and implement onboarding processes that improve efficiency and consistency.
• Communicate onboarding progress, key milestones, and potential risks to Vice Presidents, Complex leadership, and other stakeholders.
• Develop onboarding checklists, tools, and best practices to support advisor readiness and operational excellence.
• Facilitate collaboration among branch and district staff to ensure onboarding activities are completed accurately and on schedule.
• Support headquarters initiatives, new programs, and process improvement efforts designed to enhance field support and advisor experience.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8:00 AM–5:00 PM CST). Periodic office visits may be requested based on business needs.

Qualifications

• 3+ years of experience in onboarding, operations, business administration, financial services support, recruiting coordination, or a related field.
• Bachelor’s degree in Business Administration, Management, Finance, Human Resources, or a related discipline; equivalent work experience may be considered.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Experience utilizing workflow management and reporting tools such as Smartsheet, Microsoft Excel, and Microsoft Office Suite.
• Strong written and verbal communication skills with the ability to interact effectively with leadership and cross-functional partners.
• Demonstrated ability to identify process inefficiencies and implement operational improvements.
• Strong problem-solving and decision-making skills with the ability to appropriately escalate issues when needed.

Requirements

• Experience supporting advisor onboarding, contracting, licensing, recruiting, or field operations within the financial services industry.
• Knowledge of advisor validation, compliance, and licensing processes.
• Experience with workflow management, CRM, or onboarding platforms.
• Project management experience supporting operational or process improvement initiatives.
• Familiarity with advisor distribution models and field support organizations.
• Lean process improvement or project management certification preferred.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Paid time off.
• Compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities.