Wealth Management Advisor – Onboarding Transition Specialist

Cerity Partners

. Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system .

Posted 9/15/2026full-timeChicago • Illinois • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and project coordination within financial services, utilizing Salesforce CRM and Orion portfolio management systems. Strong organizational and communication skills are essential for managing multiple projects and ensuring compliance with industry regulations.

Highest-signal resume keywords

Salesforce CRM ProficiencyOrion Portfolio Management System ExperienceProject Management Certification (PMP/CAPM)Financial Advisory Compliance KnowledgeClient Onboarding Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Data ManagementData Integrity VerificationOnboarding Plan DevelopmentTraining Material CreationProject Coordination

Soft Skills

Exceptional Organizational SkillsStrong Written/Verbal CommunicationDetail OrientationCustomer Service Aptitude

Tools & Technologies

Salesforce CRMOrion Portfolio Management System

Certifications & Qualifications

Project Management Certification (PMP/CAPM)

Industry Keywords

Financial Services OperationsWealth ManagementRIA PracticesMergers and AcquisitionsChange Management Principles

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Manage client data input into Salesforce CRM and coordinate account setup in Orion portfolio management system
Verify data integrity across all systems and resolve discrepancies with technology and operations teams
Maintain detailed documentation of client migration activities and system configurations
Develop and execute customized onboarding plans for each advisor
Schedule and coordinate training sessions covering services, procedures, compliance, technology platforms, and internal resources
Facilitate introductions to key internal stakeholders across portfolio management, trading, compliance, and technology
Track onboarding milestones and proactively address gaps throughout the 4-month transition period
Serve as primary advisor contact for questions, troubleshooting, and issue escalation
Coordinate technology setup, office space, business cards, and marketing materials
Conduct comprehensive handoffs with transition documentation and warm introductions to centralized support teams at the 4-month mark

Requirements

What you’ll need

Bachelor’s degree in business, finance, or related field; or equivalent work experience
3–5 years of experience in financial services operations, client onboarding, or project coordination
Proficiency with Salesforce CRM
Experience with Orion portfolio management system strongly preferred
Exceptional organizational skills with ability to manage multiple concurrent onboarding projects
Strong written/verbal communication, detail orientation, and customer service aptitude
Experience supporting wealth management or RIA practices through mergers and acquisitions
Knowledge of financial advisory compliance requirements and industry regulations
Project management certification (PMP/CAPM) and experience creating training materials
Familiarity with change management principles
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Equal Opportunity Employer
Accommodations for applicants with disabilities or special needs