Director of Advisor Success

Signal Advisors is a rapidly growing company that is reimagining the 60-year-old financial industry. We are seeking a highly organized and customer-centric Director of Advisor Success to join our Advisor Success team. This individual will play a critical role in leading and supporting the advisor onboarding experience to foster strong, long-term relationships that drive retention and overall customer satisfaction.

Requirements

• Experience in the financial services industry and/or working with financial advisors
• Strong organizational and project management skills with a keen attention to detail
• Proficiency in tools such as Salesforce, Basecamp, Zoom, Slack, and Hubspot
• Experience in onboarding, client success, or relationship management roles
• Ability to juggle multiple tasks, priorities, and communications effectively
• Familiarity with marketing, branding, and seminar marketing
• Excellent written and verbal communication skills
• A proactive, solutions-oriented mindset and a passion for customer success

Benefits

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401(k) company contribution with no vesting period
• Parental leave
• Learning & Development stipend
• Wellness programs
• Flexible PTO Policy
• 10 company-wide holidays
• $500 for your home office setup
• Remote friendly company
• Annual all-company retreat
• Competitive equity package based on role and level