Onboarding Administrator - Custodial Referral Program
Allworth Financial
About this role
An Onboarding Specialist at Allworth Financial supports the CRP Sales Team by managing the new client onboarding process for referral clients, acting as a liaison between custodial partners, sales representatives, and clients. The role focuses on delivering timely account documentation, ensuring prompt account funding, and maintaining program knowledge to provide a high-touch client onboarding experience.
Skills
Qualifications
About Allworth Financial
allworthfinancial.comAllworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.
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About Allworth Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Allworth Financial.
Salary
$60k – $72k
per year