Signal Advisors

• Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures. • Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency. • Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time. • System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors. • Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform. • Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

• Act as a trusted guide for RIAs and Investment Advisor Representatives (IARs) • Serve as the main operational liaison for new advisors • Coordinate full onboarding lifecycle, including initial kickoff, timeline tracking, milestone management, and go-live support • Collect, organize, and review client data; prepare advisory documents with high accuracy • Manage the transfer of client accounts and assets, ensuring timely updates from custodians • Proactively identify potential transition roadblocks and resolve issues

• Lead the execution of comprehensive billing cycles for high-net-worth and multi-entity RIA/TAMP portfolios, ensuring absolute accuracy and regulatory compliance. • Serve as the internal Orion power-user; architecting complex fee structures, automating tiered billing schedules, and optimizing platform configurations to support firm growth. • Design and implement rigorous data integrity frameworks and "zero-defect" reconciliation processes to catch anomalies across platforms. • Lead the billing onboarding for large-scale firm migrations, translating intricate advisory agreements into functional billing logic. • Continuously evaluate our tech stack (Orion, CRMs, and Reporting tools) to streamline workflows, reduce manual intervention, and increase departmental throughput. • Act as the primary point of escalation for complex billing discrepancies, providing professional, high-touch support to financial advisors. • Partner with Finance, Compliance, and Operations leadership to align billing practices with industry regulations (SEC/FINRA) and internal revenue goals.

• Be responsible for driving full-cycle outbound sales activity, including cold calls, email cadences, delivering marketing materials, and conducting compelling demo meetings. • Achieve quarterly sales goals by onboarding new independent financial advisors to Signal Advisors. • Master the ability to evangelize the Signal Advisors story and value proposition to a professional, complex audience. • Maintain clear Salesforce hygiene including prospect data, forecasts, and detailed account notes. • Lead with a customer-first mindset and focus on achieving business value for the advisor. • Collaborate with cross-functional teams (e.g., Marketing, Product, Success) to ensure a seamless prospect-to-client experience and to provide market feedback.