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Signaladvisors
Signal Advisors is seeking a Wealth Onboarding Specialist to guide investment advisors through the transition of their book of business to Signal Wealth. This role serves as the primary operational contact, managing timelines, coordinating custodian transfers, and resolving transition roadblocks to ensure a smooth and efficient onboarding process. The specialist will work closely with internal teams and external partners to streamline workflows and improve transition timelines.
Headquarters
East Lansing, Michigan, United States
Company Size
51-200 employees
Founded
2020
Signal Advisors is a tech-enabled distribution platform for annuity, life, and wealth products that positions itself as an alternative to traditional IMOs. It combines contracting, case management, product sourcing, and commission processing into one platform to simplify advisors’ workflows, speed case closings, and accelerate payouts. The service targets independent agents and financial advisors who want streamlined back-office support and faster time-to-payment. Signal emphasizes modern, integrated tools and operational efficiency to replace fragmented, manual IMO services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Signaladvisors.
Signaladvisors didn’t post a salary, so this is our estimate from similar listings.
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