Senior Client Transition Specialist

Job Summary

Owning the most complex advisor book transitions end-to-end, the full-time Senior Client Transition Specialist will manage transition plans, coach team specialists, and collaborate with the Onboarding Manager while working remotely.

Key responsibilities

• Oversee the end-to-end transition of complex advisor books across custodians, ensuring timely completion and smooth handoff to steady state
• Act as an extension of the Onboarding Manager by assigning onboarding tasks, maintaining visibility of in-flight onboardings, and conducting weekly portfolio reviews
• Resolve complex issues and escalations while maintaining communication with advisors and custodians throughout the transition process

Required qualifications

• 5 to 8+ years in client operations, advisor transitions, onboarding, or account management in wealth management, with at least one complete advisor book transition experience
• Hands-on experience with Schwab and/or Fidelity custodial platforms and familiarity with account transfer processes and paperwork
• Proven ability to manage multiple concurrent workstreams and identify risks proactively
• Experience in coaching and training others, with a desire to take on formal management responsibilities
• Strong data hygiene and spreadsheet skills, along with a track record of implementing process or automation improvements