Location
United States
Job Type
Full-time
Posted
July 08, 2026
Job Description
The Senior Business Process Specialist - Ramp Up New Advisor Experience serves as a highly experienced subject matter expert of end-to-end business process with consultative responsibilities. This role is responsible for leading the design, execution, and continuous improvement of the onboarding and ramp-up experience for new financial advisors. The individual owns the end-to-end administrative and launch support process, ensuring new advisors have a seamless and structured start to their careers. In partnership with field leaders and enterprise training teams, the Sr BPS of RampUp, New Advisor Experience ensures that new advisors consistently adopt advice-driven behaviors, deliver a high-quality client experience, and are positioned for early and sustained success. This role is responsible for representing the business, regulatory and compliance requirements through collaboration with execution teams and by leading large strategic initiatives. They will be responsible for ensuring bus...
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