Complex Onboarding Manager - Kingston - job 1198272


Date: 09/12/2021

City: Kingston, Washington

Employment type: Full-time

Complex Onboarding Manager

Primary Location
: Equitable
: Full-time

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.

Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking.

Are you ready to join an organization that will help unlock your potential?

We are currently seeking a dynamic, high-energy individual to deliver a positive employee and advisor experience for our new hires. The Onboarding Manager will support the employee and advisor experience by leading efforts to streamline the onboarding experience. This role will also build processes that support the newly implemented accelerated growth model. The Onboarding Manager will manage multiple priorities simultaneously in a fast-paced work environment, seeking to continuously improve the employee experience. This role will partner regularly with District Managers, Advisor Coordinators, ACHA and other branch leadership.

Responsibilities include but not limited to:
  • Interpreting, implementing, and giving direction on operations processes

  • Provide expert advice related to priority candidates to ensure complex goals are met

  • Cross functional collaboration for onboarding process, which includes working directly with ACHA and the National Coordinators

  • Improving processes and updating rules as Onboarding regulations change

  • Creating a first class onboarding experience for candidates and employees within the Complex



Minimum Qualifications:

  • 5+ years of experience in onboarding/onboarding management

Preferred Qualifications:

  • Experience leading a team (ideally of 3 or more)

  • Ability to travel between branches

  • Proficiency in Microsoft Office Suite

  • Engaging presentation skills, detail oriented, with strong ability to streamline communication

  • Energetic individual with excellent organizational skills, attention to detail, written and verbal communication skills with a high sense of urgency and strong execution abilities

  • Outgoing, positive team player with strong interpersonal and customer service skills; innovative, creative, and committed to delivering the best employee experience

  • High sense of urgency, flexible, and resourceful with strong execution skills; must maintain confidentiality

  • Should possess ability to work independently and in a team environment with collaborative skills, working with all levels and dedicated to a strong employee experience

Hybrid - work in office and remotely

The Pacific Complex merges four premier organizations within Equitable Advisors: The PacificNW Branch, The Northern California/Hawaii Branch, The Southern California Branch, and the Southwest Branch. Led by Complex President Don O’Donnell, the Pacific Complex has over 700 team members covering the Western United States with team members based in Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, and Washington. With over $18 billion in Assets Under Management (AUM), this geographically expansive complex is committed to empowering their clients to pursue what’s possible on their path to financial well-being.

About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at

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