Transition Manager

Job Summary

A company is looking for a Transition Manager to oversee the advisor journey from recruitment through successful integration.

Key Responsibilities

• Own the entire advisor transition timeline, providing white-glove service and serving as the main contact for all stakeholders
• Lead transition efforts as advisors migrate their books of business into the company ecosystem
• Identify opportunities to streamline and automate onboarding and transition processes for efficiency

Required Qualifications

• Deep understanding of RIA/wealth management operations, including account transfers and compliance requirements
• Experience in advisor-facing roles, guiding them through onboarding and transitions
• Skilled in building and managing workflows, identifying inefficiencies, and applying structure
• Demonstrated project management skills, managing multiple timelines and stakeholders
• Experience with CRM, project management tools, and workflow automation software is a plus