LABUR · 22 hours ago
Onboarding/Relationship Manager
Scottsdale, AZ
Full-time
Onsite
Mid, Senior Level
$85K/yr - $85K/yr
4+ years expLABUR is partnering with a client to enhance the onboarding process for new RIA and advisory firm clients. The Onboarding Manager will lead efforts to streamline onboarding, ensuring smooth transitions and fostering long-term client relationships.
Information TechnologySoftware
Responsibilities
You’ll serve as the primary point of contact for onboarding new firms and advisors, ensuring every piece of the transition is coordinated, timely, and aligned with client expectations. From custodial setup to performance reporting integrations, you’ll make the process feel less like a project and more like a partnership
Managing the end-to-end onboarding process for new advisory firms, partnering with internal teams across operations, trading, product, and compliance
Coordinating directly with custodians to ensure smooth transfers, clear communication, and minimal disruption
Building detailed project plans and timelines to keep transitions on track and clients well-informed at every stage
Providing hands-on guidance to new clients around systems, workflows, and best practices for platform adoption
Supporting integration and setup on performance reporting tools such as Orion, Tamarac, Black Diamond, or Addepar
Proactively identifying and resolving potential issues that could impact timelines or client satisfaction
Helping evolve and refine onboarding processes to enhance efficiency, scalability, and the overall client experience
Creating a launch experience that builds trust and reflects our client’s values of clarity, collaboration, and reliability
Qualification
Required
4–5+ years of experience in onboarding, implementation, or client operations, preferably within wealth management, fintech, or a custodial environment
Deep familiarity with advisor workflows, investment products, and custodial procedures
Excellent project management skills, organized, detail-oriented, and able to lead timelines across multiple stakeholders
Strong interpersonal and communication abilities, calm under pressure and able to translate complexity into clarity
A collaborative, proactive mindset with a focus on delivering smooth and successful client transitions
Bachelor's degree or equivalent relevant work experience is required
Preferred
Experience with CRM migrations, performance reporting integration, or transitioning books of business
Company
LABUR
LABUR is an IT company which provides domain expertise at the intersection of business initiatives and technology.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Seth Burr
Co-Founder & Chief Strategy Officer
Recent News
Business Standard India
2025-04-06
Company data provided by crunchbase