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Transitions Specialist: Onboarding & Change Orchestrator

Dynasty Financial Partners · Florida, NY, USA ·

Job type:
Full Time

Dynasty Financial Partners, LLC is looking for a Transitions Coordinator to oversee the onboarding of new processes and services. This role involves working with cross-functional teams to ensure seamless transitions and effective project management.
Responsibilities include managing calendars, coordinating meetings, and establishing performance metrics for transition projects. Candidates should have a Bachelor’s degree, strong communication skills, and the ability to thrive in a fast-paced environment.
Opportunities for up to 50% travel are expected, along with comprehensive benefits including health insurance and a retirement plan.

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