Senior Manager - Advisor Onboarding

Senior Manager – Advisor Onboarding

Proven success in reimagining and scaling onboarding or customer experience journeys
Strong data analysis skills — comfortable diving into BI tools, building dashboards, and making data-driven decisions
Deep experience with strategic journey mapping, segmentation, and experience design methodologies
Excellent communication skills across written, verbal, and visual mediums — both advisor-facing and internal
Demonstrated ability to work cross-functionally, especially with Product, Sales, and Marketing teams
Agile and comfortable operating in a fast-paced, startup or tech environment
Confident, self-motivated, and personable — able to drive progress independently

Lead and own the advisor onboarding experience — from kick-off calls to cohort training and everything in between — ensuring advisors are set up for success in their first 60 days
Analyze onboarding metrics (activation, certifications, booking behavior, retention, and more) to continuously evolve and refine the journey
Collaborate with cross-functional stakeholders to bring onboarding elements (e.g., checklists, communications, and workflows) to life in the advisor platform
Partner with the training team to ensure onboarding curriculum and cadence aligns with advisor needs
Work with the membership and sales funnel teams to optimize the transition from pre- to post-join and to better understand the incoming advisor pipeline
Coordinate with data and strategy functions to segment advisors and define leading indicators of early success
Host and facilitate kick-off calls, onboarding cohorts, and activation meetings — directly interacting with new advisors
Translate insights into product recommendations, communication strategies, and scalable improvements
Serve as the go-to authority for onboarding experience and performance KPIs across the company