Director of Advisor Success

Director of Advisor Success Director of Advisor Success Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130 team members dispersed across the country. We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions. Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! DIRECTOR OF ADVISOR SUCCESS We are seeking a highly organized, energetic, and customer-centric Director of Advisor Success to join our Advisor Success team. This individual will play a critical role in both leading and supporting the advisor onboarding experience to foster strong, long-term relationships that drive retention and overall customer satisfaction. The ideal candidate is passionate about delivering exceptional customer experiences and is excited to guide advisors through a seamless, supportive transition onto the Signal platform—ensuring they feel confident, engaged, and set up for long-term success. Beyond onboarding, the Director of Advisor Success will shape the ongoing advisor experience by working closely with the rest of

the team to connect advisors to the various programs at Signal meant to infuse growth into their scaling businesses. This role is also responsible for managing advisor marketing initiatives, executing unique gifting strategies, gathering advisor feedback, and championing strategies that deepen relationships. As a key advocate for our advisors, the Advisor Success team works cross-functionally across the organization, offering insights and strategic input to help develop programs, products, and experiences that elevate the overall customer journey. WHAT YOU’LL GET TO DO Onboarding & Training: support onboarding and training for new firms, ensuring all accounts are fully set up and documented in the CRM. Continue to support the onboarding of new team members within existing firms to ensure successful adoption of the Signal platform. Document Management: collect and upload required agreements, releases, marketing materials, and collateral. Ensure all documentation is accurately entered and maintained in the CRM. Project Management: manage advisor marketing and creative requests via Signal’s project management tools, ensuring timely delivery and advisor satisfaction. Platform & Community Engagement: promote active participation in the Signal Community. Encourage advisors to download the app, complete their profiles, and contribute with engaging dialogue and sharing content that appeals to independent financial advisors and entrepreneurs.. Regularly engage by posting and responding to community activity. Support & Follow-Up: support advisor communications, participate in monthly value calls, log all interactions in the CRM, and follow through on relevant action items. Events & Travel: attend select advisor and company events to support relationship-building, continued education, and overall advisor engagement. WHAT WE’RE LOOKING FOR IN TEAM MEMBERS 💁 Customer Centric You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze. 🧘 Flexibility Signal is a rapidly growing and evolving company. You’re comfortable with ambiguity, adaptable in ever-changing environments, and open to quickly changing course when new information arises. 🤔 Problem Solver Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward. 🤝 Collaborative You understand how to collaborate with a variety of different people and roles, and you celebrate opportunities to reach out and work together cross-functionally and with people from diverse backgrounds. 🙋 Autonomous You operate autonomously. You exercise independent judgment in matters of significance, take initiative with little direction, and raise your hand when collaboration and support is needed. WHAT YOU HAVE 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 WHAT WE VALUE @ SIGNAL 🌔 We’re obsessed with finding a better way . Never settle for less. 🏃 We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time. 👀 We raise our level of awareness . Everything starts with awareness. We’re curious and alert to what is happening around us. 🏈 We find inches everywhere around us . There are thousands of opportunities to make an impact. We take those opportunities and act. 🧭 We do the right thing . Sticking to the highest standard of integrity is not optional. 💪 We have strong opinions, loosely held . It’s not about WHO is right, it’s about WHAT is right. ❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple. 🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone. 🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution. 🚀 We launch big ideas and then obsess over feedback to learn how we can make it even better.