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About the Role

This role owns the firmwide onboarding experience end to end, ensuring a seamless and welcoming start for all new team members. It involves streamlining and modernizing the onboarding process, building cross-functional relationships, and partnering with managers to set newcomers up for success.

Responsibilities

• Own the end-to-end onboarding process for the entire firm, including lateral hires, campus hires, interns, contractors, and international team members.
• Ensure a consistent, high-quality experience across all service lines, levels, and office locations.
• Coordinate the full onboarding workflow across stakeholders—Talent Acquisition, IT, Admin Operations, P&C Business Partners, the Independence Team and Team Managers.
• Manage the biweekly (moving to weekly) lateral onboarding cadence, leveraging the New Hire List and onboarding trackers (e.g., Workday, Asana).
• Finalize and deliver onboarding schedules, meet & greets, and Day 1 sessions on time and error-free.
• Partner closely with international teams on onboarding coordination.
• Partner closely with Talent Acquisition to plan and execute large campus hire and intern classes.
• Scale onboarding logistics, scheduling, and communications to accommodate high-volume cohort intake across time zones and varied work arrangements.
• Partner with each service line to tailor onboarding plans that match what each group needs from employees in their first week.
• Coordinate with Team Managers, Pod Leaders, and Pod Training Leads to build schedules aligned to service line, super pod, sub pod, and level.
• Ensure role-specific technical and compliance training is secured and scheduled in partnership with the technical learning teams.
• Partner with Team Managers to actively engage in the onboarding process.
• Establish mutually agreed timelines and proactive communication norms with P&C Business Partners and Talent Acquisition to prevent delays.
• Build strong, trust-based relationships with cross-functional stakeholders across People & Culture, IT, and the service lines.
• Support the integration of incoming team members from the firm’s merger and acquisition activities.
• Partner closely with the M&A integration team to align onboarding logistics, timelines, and cultural integration for acquired groups.
• Adapt standard onboarding plans to accommodate the unique needs and scale of acquired teams.
• Work with the learning technology team to ensure accurate LMS setup, enrollments, and learner records.
• Coordinate with technical learning teams to ensure technical training needs are identified and secured ahead of start dates.
• Identify inefficiencies and pain points across the onboarding process and lead efforts to streamline and modernize it.
• Recommend and implement improvements to reduce manual effort, standardize workflows, and improve the new hire and Team Manager experience.
• Explore automation and e-learning tools to enhance and scale the onboarding experience.

Requirements

• Bachelor’s degree.
• Experience leading onboarding initiatives in a growing company.
• Strong attention to detail and advanced organizational skills, with the ability to manage multiple concurrent onboarding plans and deadlines.
• Demonstrated ability to build strong relationships and influence cross-functional stakeholders without direct authority.
• An eye for process improvement and the ability to streamline and modernize existing workflows.
• Strong written and verbal communication skills; able to interact effectively with all levels (intern to partner).
• Ability to maintain confidentiality and handle sensitive information professionally.
• Ability to work independently as an individual contributor while collaborating across teams.
• Requires 3 days per week in office at any Cohen & Co location.

Skills

• Onboarding
• Cultural Integration
• Process Improvement
• Stakeholder Engagement
• M&A Integration Support
• LMS Platforms (e.g., LCvista)
• Workday
• Asana
• MS Teams
• AI/Copilot tools

Location

• Any Cohen & Co location

Work Type

• Hybrid

Experience Level

• Senior Specialist
• 2–3 years of experience directly handling onboarding programs (preferred)
• Experience working in a professional services firm (preferred)
• Experience supporting M&A / acquisition integration (preferred)
• Experience coordinating high-volume campus or cohort onboarding classes (preferred)

Education Level

• Bachelor's degree

Salary/Compensations

• $70,000 - $90,000

Benefits

• Time off outside of standard PTO to give back to the community
• Annual discretionary merit increases and bonuses
• Talent development resources

About the Company

• At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people.
• We honor our foundational principle of “great people first” by championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people.
• Our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options.

Equal Opportunity

• We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.