Senior Specialist, Onboarding & Cultural Integration

What You’ll Do

We are seeking a highly organized, detail-oriented Senior Specialist, Onboarding & Cultural Integration to own the firmwide onboarding experience end to end.

This role ensures every new team member—across all service lines, levels, and locations—has a seamless, welcoming, and well-coordinated start at Cohen & Co.

As the firm continues its rapid growth and M&A-led expansion, this position carries a mandate to streamline and modernize the existing onboarding process, building relationships with cross-functional stakeholders and partner with team managers to actively engage in setting up newcomers for success.

The Senior Specialist partners closely with Talent Acquisition, IT/End User Technology, Admin Operations, P&C Business Partners, service line Pod Leaders and Training Leads, the M&A integration team, and the broader Learning & Development team to align onboarding plans with what each group needs from its people in the critical first week and beyond.

Scope of the Role


* Coordinates biweekly lateral onboarding of approximately 5–10 new hires, moving to a weekly onboarding cadence effective January 1, 2027.



* Manages three large campus hire and intern classes each year (approximately 50 new hires per class), requiring close, advance coordination with Talent Acquisition.



* Supports merger and acquisition integrations, partnering with the M&A team on cultural and logistical onboarding for acquired groups.

Key Responsibilities

1.

Firmwide Onboarding Ownership & Coordination


* 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 our international teams in India, Ireland, and beyond on onboarding coordination—providing a unique opportunity to grow and strengthen those global relationships.

2.

Campus & Intern Class Coordination


* Partner closely with Talent Acquisition to plan and execute large campus hire and intern classes (approximately 50 per class, three times per year), which require extra coordination and lead time.



* Scale onboarding logistics, scheduling, and communications to accommodate high-volume cohort intake across time zones and varied work arrangements.

3.

Service Line Alignment & First-Week Readiness


* Partner with each service line (Assurance, Tax, Advisory, and CSS) to tailor onboarding plans that ma...