About the role
_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._ Key Responsibilities Advisor Onboarding & Enablement Serve as the primary technology liaison for transitioning Financial Advisors, delivering tailored, hands-on support throughout the onboarding journey. Lead structured onboarding workstreams, ensuring milestones, deliverables, and timelines are met with precision. Conduct virtual and in-person training sessions to guide advisors through R…