Advisor Transition Specialist

Job Summary

To support a seamless transition for experienced financial advisors, the full-time remote Advisor Transition Specialist will manage detailed transition plans, coordinate activities across various teams, and ensure a high-quality advisor experience from offer through integration.

Key responsibilities

• Execute and maintain transition plans tailored to individual advisors, tracking milestones and managing dependencies
• Serve as the central liaison among internal and external stakeholders to facilitate smooth transitions
• Gather advisor feedback and identify opportunities for process improvements to enhance the transition experience

Required qualifications

• Bachelor's degree in business, human resources, finance, communications, or a related field
• 3+ years of experience in transition, project coordination, or financial services
• Proven ability to manage complex processes with multiple stakeholders and competing priorities
• Strong project management skills, with experience in tracking project milestones and addressing risks
• Proficiency in Microsoft Office tools and project management software