Advisor Service Coordinator (Fintech)

TL;DR

Advisor Service Coordinator (Fintech): Providing high-level operational guidance and onboarding support for financial advisors on an RIA platform with an accent on service process optimization and account management. Focus on facilitating the operational transition of revenue-producing client relationships and implementing tailored service strategies to enhance efficiency.

Location: Remote to start, but must be based in or able to transition to an in-office role in Charlotte, NC by the end of 2026.

Company

A fast-growing, independent RIA platform empowering financial advisors to build and manage independent practices.

What you will do

• Support financial advisors in optimizing service operations and achieving business objectives.
• Facilitate the operational onboarding of new revenue-producing client relationships.
• Provide repapering support to help advisors move their book of business to the platform.
• Analyze performance data and identify trends to provide actionable insights for improvement.
• Develop service strategies, SOPs, action plans, and process flows.
• Review client data for account management accuracy and coordinate asset transfers.

Requirements

• Associate degree in business, finance, or a related field (required).
• 3-4 years of experience in a financial services role (required).
• Must be located in or able to work from the Charlotte, NC area by the end of 2026.
• Bachelor's degree preferred.
• Experience in investment operations, account management, or project management preferred.
• FINRA SIE license preferred.

Culture & Benefits

• Fast-growing, independent RIA platform environment.
• Collaborative culture focused on "Winning Together".
• Emphasis on curiosity, embracing change, and purposeful service.
• Remote-first start transitioning to a physical office presence.