Onboarding Experience Manager

About the role

As an RIA Integration Manager, you’ll lead the full lifecycle of bringing newly acquired Registered Investment Advisor (RIA) firms into our organization. From the moment a deal is signed through full integration, you’ll act as a primary contact and trusted partner for advisors and their teams. This role blends project leadership, relationship management, and problem-solving. You’ll guide advisors through a major career transition—keeping things on track operationally while ensuring they feel supported and confident throughout the process. You’ll typically manage 4–6 integrations at once, partnering closely with internal teams across the business (Legal, Compliance, Finance, HR, IT, and more) and working alongside integration specialists. This is a hybrid role with approximately 10%-25% travel.

What You’ll Do

• Act as a primary point of contact for advisors, leading integrations from deal signing through full onboarding with a strong concentration on transitioning accounts to Cetera and successors.
• Guide advisors through complex transitions with clarity, empathy, and strong communication.
• Drive progress while ensuring advisors feel supported and engaged—not overwhelmed.
• Develop and execute tailored account transition plans, identifying risks early and ensuring long-term success.
• Maintain accurate plans and provide transparent updates to leadership.
• Track key metrics and share insights to improve processes and outcomes.

What You Must-Have

• Ability to stay calm, steady, and solution-focused in high-pressure or emotional situations.
• Strong relationship management skills—you connect well with people and build trust quickly.
• Experience managing multiple complex projects at once with competing priorities.
• A collaborative mindset—you work well across teams and influence without authority.
• Comfort working within structured processes while also suggesting improvements.
• Strong written and presentation skills.
• Bachelor’s degree.

What Is Nice To Have

• 5+ years in financial services, especially in RIA, wealth management, or M&A integration.
• Familiarity with brokerage/advisory operations (e.g., ACATs, repapering, platform transitions).
• Ability to navigate ambiguity or evolving processes.
• Knowledge of custodians like Schwab, Fidelity, or Pershing.
• Project management or process improvement certifications (PMP, Six Sigma).

About Us

ABOUT US What We Give You In Return Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera CETERA FINANCIAL GROUP ® (CETERA) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. CETERA is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources offered through CETERA include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. CETERA FINANCIAL GROUP (CETERA) is a network of independent retail firms, including those that are members of FINRA/SIPC: CETERA ADVISORS LLC; CETERA WEALTH SERVICES, LLC (formerly known as CETERA ADVISOR NETWORKS); CETERA INVESTMENT SERVICES LLC (marketed as CETERA FINANCIAL INSTITUTIONS or CETERA INVESTORS); and CETERA FINANCIAL SPECIALISTS LLC. Entities registered as investment advisers with the Securities and Exchange Commission include CETERA INVESTMENT MANAGEMENT LLC and CETERA INVESTMENT ADVISERS LLC. CETERA's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. AVANTAX PLANNING PARTNERS, INC. is an SEC registered investment adviser within the ARETEC GROUP, INC. (dba CETERA HOLDINGS, an affiliate of CETERA). All the referenced entities are under common ownership. CETERA FINANCIAL GROUP is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at CETERA FINANCIAL GROUP, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by CETERA’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.