Establish and maintain meaningful working relationships with financial advisors and their staff.
Customize transition plans based on advisor, staff, office operations, culture.
Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis.
Efficiently manage multiple projects at various stages.
Develop weekly progress reporting personalized to individual advisor effectiveness.
Product mapping including quality replacements for non-transferable assets.
Resolve escalated issues and ensure operational procedures are properly maintained and followed.
Able to work independently and as part of a team on moderately complex and complex issues and projects.

BA or BS in Business or related field.
FINRA securities licenses 7 & 63 preferred.
5+ years of experience in sales and operational roles with demonstrated success in achieving goals.
Project and/or relationship management experience preferred.
Ability to articulate feedback in a way that others can comprehend.
Experience partnering with leadership on various campaigns.
Exceptional presentation skills and demonstrated leadership characteristics.
Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Transitions Partner

Key skills