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Onboarding Program Lead

Weston, MA


We are growing at Advisor360° and are forming a brand new department, Client Onboarding. This is an exciting opportunity to help establish the group and showcase your vision for onboarding future clients and establishing an efficient onboarding process. You will be responsible for leading the successful implementation of the Advisor360° platform at Advisor360° client organizations, including platform installation, adoption, training and post-implementation support. You will lead a successful product implementation across all onboarding workstreams while ensuring that the project meets established timelines and regulatory requirements. The position will also be responsible for developing and maintaining common standards, processes and tools to be used across all teams involved in driving successful client implementations. Individuals in this position will work closely with multiple internal Advisor360° teams and client stakeholders to facilitate a seamless client experience throughout the sales, implementation and onboarding process. This includes identification of client needs, requirements and training priorities. This resource will need to manage a high level of dependencies and various sub-teams while coordinating with program/project managers of other onboarding work streams.

Key responsibilities

  • Ability to travel 50%+, with higher levels of travel required during key onboarding activities
  • Direct management of team members and oversight of extended onboarding team
  • Responsible for full lifecycle client onboarding activities across all workstreams, from sale to client launch
  • Provide consultation to the client on how Advisor360° products work during pre-sales as well as post-sales cycle
  • Work with clients to understand and develop program scope, business objectives, and timelines as well as Set Up of Advisor360° platform
  • Solutioning on any gaps identified during the sales cycle
  • Create and review key project documents such as project charters, high-level timelines, project plans and resources requirements
  • Determine the appropriate staffing for all projects across all workstreams
  • Work with the onboarding managers to strategize and outline the goals and objectives of their workstreams so they align with the overall onboarding goals
  • Ensure that cross-project activities and dependencies are coordinated
  • Ensure that project deliverable goals are met as planned
  • Engage with and present to senior management on various program and project topics
  • Mitigate risks to minimize impact on programs; work with project managers to resolve issues as needed
  • Monitor change requests to ensure they are properly managed to avoid problems with scope, resources, and time
  • Assist in removing key obstacles impacting project success
  • Expertly consult clients on Advisor360° onboarding best practices, their path to success
  • Provide the client an exceptional experience and ideate on new ways to improve our service
  • Manage and monitor multiple onboardings in a dynamic, fast-paced environment
  • Refine playbooks and strategies to ensure users are properly onboarded
  • Provide feedback to Product Team to help improve platform offerings
  • Create and maintain onboarding processes and internal documentation
  • Strong presentation skills, particularly with training clients in a technological area
  • Ability to easily walk people through an entire process, step by step, and create a story to increase understanding of the platform/data
  • Establish key advisor relationships with clients
  • Manage the client transition from sales to client success and look for ways to improve the overall process
  • Prepare for the client kick-off meeting and ensure the client relationship gets off on the right foot
  • Set the right client expectations and ensure the project is completed on time and within project scope

Core strengths

  • Ten years of experience as an Onboarding Manager or fifteen years of program management experience managing large initiatives
  • Strong focus on outcomes-based planning
  • Strong presentation skills, particularly with training clients in a technological area
  • Ability to easily walk people through an entire process, step by step, and create a story to increase understanding of the platform/data
  • Skilled at developing relationships with clients to become a trusted and value-added business partner
  • Fifteen years of experience in the high-tech field, preferably with at least three years of experience working on technical/infrastructure-related projects
  • Strong leadership and organizational skills
  • Ability to work on multiple programs/projects concurrently
  • Strong working knowledge of Microsoft Project
  • Experience working independently, as well as in a team-oriented collaborative environment
  • Strong, clear communication skills (written, verbal, and presentational)
  • Ability to conform to shifting priorities, demands, and timelines through analytical and problem-solving capabilities
  • Persuasive, adaptable, encouraging, and motivating
  • An eye for detail but able to see the big picture
  • A background in financial services required, specifically in Broker/Dealer Operations
  • PMP certification desirable
  • Licensed security professional certifications a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

About Advisor360°

We’re not your typical FinTech company. Advisor360° was born out of tens of thousands of pieces of feedback received during the past 20 years from the industry’s highest-producing financial advisors. Our software is second-to-none in creating operational efficiencies, unifying all the systems advisors need to run their businesses.

Advisor360° launched in April 2019 as a new stand-alone technology company from our sister company, Commonwealth Financial Network®, the largest privately held Registered Investment Adviser–independent broker/dealer in the United States. With more than 2,000 independent advisors, Commonwealth is Advisor360°’s first customer; MassMutual is its second, bringing an additional 9,000 advisors onto the platform.

Come grow with us! Advisor360° is an exciting new venture, combining the nimble and innovative qualities of a start-up with the stability of a mature company.  We have a track record of the highest satisfaction ratings by financial advisors in industry-leading publications, as well as a reputation for high workplace quality: For the last 12 years, as part of the Commonwealth team, we have been voted one of the 100 best technology companies to work at by Computerworld. Our new headquarters are in Weston, Massachusetts, at 133 Boston Post Road.

Benefits include a robust bonus plan, PTO, VTO (Volunteer Time Off), free access to vacation homes around the world, 50% 401(k) match, stock options, referral bonuses, 80% of HMO premium for individuals and families, life-insurance coverage, short-term and long-term disability coverage, education assistance, North Station commuter rail shuttle service, flexible spending accounts, and employee-assistance programs, just to name a few.

Advisor360° is an equal opportunity employer that is committed to a diverse workforce.