Transitions Manager - (travel / remote) - wealth management
Jobot, Matthews, NC, United States
Transitions Manager - Remote - Wealth Management
Salary: $90,000 – $115,000 per year.
Overview
The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to launching their own RIAs. You will work closely with internal and external stakeholders and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.
Responsibilities
Lead transition initiatives for advisors moving from wire houses to RIAs.
Collaborate with both internal and external stakeholders to plan, execute, and monitor transition activities.
Provide guidance and support throughout the transition, addressing challenges and ensuring client satisfaction.
Travel as required, including occasional weekends during transition periods, and spend one week per month in St. Pete, FL when not working on a transition.
Qualifications
Proven experience in transition management or project management within financial services, wealth management, or RIA operations.
Strong ability to learn quickly and thrive in a fast‑paced, collaborative environment.
Benefits
Comprehensive health, dental, and vision insurance
401(k) with company match
Unlimited PTO
Paid paternity leave
10%-15% bonus
Equity
Equal Opportunity Statement
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
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Salary: $90,000 – $115,000 per year.
Overview
The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to launching their own RIAs. You will work closely with internal and external stakeholders and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.
Responsibilities
Lead transition initiatives for advisors moving from wire houses to RIAs.
Collaborate with both internal and external stakeholders to plan, execute, and monitor transition activities.
Provide guidance and support throughout the transition, addressing challenges and ensuring client satisfaction.
Travel as required, including occasional weekends during transition periods, and spend one week per month in St. Pete, FL when not working on a transition.
Qualifications
Proven experience in transition management or project management within financial services, wealth management, or RIA operations.
Strong ability to learn quickly and thrive in a fast‑paced, collaborative environment.
Benefits
Comprehensive health, dental, and vision insurance
401(k) with company match
Unlimited PTO
Paid paternity leave
10%-15% bonus
Equity
Equal Opportunity Statement
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
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