Project Manager – Transitions & Integrations
Ytswealth, Phila, PA, United States
Project Manager – Transitions & Integrations
Summary
We are seeking a dynamic and results-driven Project Manager to join our Transitions & Integrations Department. When advisors join YTS Wealth Management, they are not simply moving their practice, they are entrusting us with their legacy. As a Project Manager within the Transitions team, you will play a critical role in shaping their first impression of our firm.
In this role, you will serve as the lead coordinator of the transition process, providing white‑glove, concierge‑level support to ensure a seamless and high‑touch experience for both advisors and their clients. You will guide advisors through the operational migration process, managing timelines, coordinating across departments, and ensuring each transition is executed with precision, care, and professionalism.
Location: Export, PA
Hours: Full‑Time: 8:30am‑4:30pm
Job Type: In‑person
Salary: $75,000 / year
Key Responsibilities
Primary Liaison:
Serve as the dedicated point of contact for incoming advisors, guiding them from initial onboarding through full YTS integration.
Project Mastery:
Build and execute comprehensive Transition & Integration Plans, ensuring all repapering and RIA/broker‑dealer conversions are accurate and on schedule.
Anticipatory Support:
Deeply understand each advisor’s business model to deliver a tailored, proactive transition that anticipates their needs before they arise.
Process Excellence:
Execute high‑accuracy data collection and documentation while identifying ways to sharpen and scale our transition procedures.
Strategic Partnership:
Collaborate with the VP of Integration on strategic growth initiatives, data organization, and reporting.
Qualifications
Industry Experience:
1–2 years minimum in Broker‑Dealer or RIA transitions.
Education:
Related Bachelor’s Degree.
Drive:
Ability to manage heavy project workloads independently with a high degree of accuracy.
Presence:
Strong relationship‑management skills and a willingness to travel to advisor offices for hands‑on support.
Monday–Friday (Daylight hours)
Occasional evenings/weekends for client events and networking
In‑person role (Hybrid not available)
Physical Requirements
Standard office environment (30–40 hours sitting/week).
Active support (5–10 hours standing/bending/week).
Occasional lifting of office equipment (up to 40 lbs).
Commpensation
Salary:
Starting at $75,000 annually (based on experience)
Benefits and Perks
9 paid holidays annually (If during Mon‑Fri)
Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
(After 30 Days) 10 days of Paid Time Off
(After 30 Days) 401(k) dollar for dollar match up to 4%
(After 30 Days) Maternity and Paternity leave
(After 30 Days) Medical – Dental – Vision – HRA – Life Insurance
Relocation
Export, PA 15632: Relocate before first day (Preferred)
Commute expenses not reimbursed
Legal & Compliance Disclosures
Equal Employment Opportunity (EEO):
We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At‑Will Employment:
Employment at YTS Wealth Management is at‑will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background / Drug Screening:
Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
Disclaimer:
This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
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Summary
We are seeking a dynamic and results-driven Project Manager to join our Transitions & Integrations Department. When advisors join YTS Wealth Management, they are not simply moving their practice, they are entrusting us with their legacy. As a Project Manager within the Transitions team, you will play a critical role in shaping their first impression of our firm.
In this role, you will serve as the lead coordinator of the transition process, providing white‑glove, concierge‑level support to ensure a seamless and high‑touch experience for both advisors and their clients. You will guide advisors through the operational migration process, managing timelines, coordinating across departments, and ensuring each transition is executed with precision, care, and professionalism.
Location: Export, PA
Hours: Full‑Time: 8:30am‑4:30pm
Job Type: In‑person
Salary: $75,000 / year
Key Responsibilities
Primary Liaison:
Serve as the dedicated point of contact for incoming advisors, guiding them from initial onboarding through full YTS integration.
Project Mastery:
Build and execute comprehensive Transition & Integration Plans, ensuring all repapering and RIA/broker‑dealer conversions are accurate and on schedule.
Anticipatory Support:
Deeply understand each advisor’s business model to deliver a tailored, proactive transition that anticipates their needs before they arise.
Process Excellence:
Execute high‑accuracy data collection and documentation while identifying ways to sharpen and scale our transition procedures.
Strategic Partnership:
Collaborate with the VP of Integration on strategic growth initiatives, data organization, and reporting.
Qualifications
Industry Experience:
1–2 years minimum in Broker‑Dealer or RIA transitions.
Education:
Related Bachelor’s Degree.
Drive:
Ability to manage heavy project workloads independently with a high degree of accuracy.
Presence:
Strong relationship‑management skills and a willingness to travel to advisor offices for hands‑on support.
Monday–Friday (Daylight hours)
Occasional evenings/weekends for client events and networking
In‑person role (Hybrid not available)
Physical Requirements
Standard office environment (30–40 hours sitting/week).
Active support (5–10 hours standing/bending/week).
Occasional lifting of office equipment (up to 40 lbs).
Commpensation
Salary:
Starting at $75,000 annually (based on experience)
Benefits and Perks
9 paid holidays annually (If during Mon‑Fri)
Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
(After 30 Days) 10 days of Paid Time Off
(After 30 Days) 401(k) dollar for dollar match up to 4%
(After 30 Days) Maternity and Paternity leave
(After 30 Days) Medical – Dental – Vision – HRA – Life Insurance
Relocation
Export, PA 15632: Relocate before first day (Preferred)
Commute expenses not reimbursed
Legal & Compliance Disclosures
Equal Employment Opportunity (EEO):
We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At‑Will Employment:
Employment at YTS Wealth Management is at‑will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background / Drug Screening:
Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
Disclaimer:
This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
#J-18808-Ljbffr