Onboarding Specialist

Location Sydney
Discipline Financial Services
Our Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in’s and out’s of the platforms functionality, capability and roadmap.
You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and data migrations. You are responsible for managing the successful onboarding of advice firms, practices and dealer groups. You will need to be skilled in financial planning software, financial advice (DFP), the financial advice process, practice management and project management.

Required experience:
  • 1-2 years project management experience
  • 1-2 years previous experience in adviser/licensee onboarding within a dealer group, financial planning firm or financial planning software provider
  • 1-2 years experience in implementation, data migration, change management of software systems
  • Diploma Financial Planning (DFP)
  • Financial Planning software understanding
  • Understanding of financial advice and the financial planning and advice process
  • Understanding of financial services industry
  • Understanding of cloud-based SaaS
For more information please Apply Now or contact Carlie on carlie@thenudgegroup.com