Wealth Transition Specialist
Core
Coordinate administrative components of advisor transactions, manage timelines and checklists, and track key milestones to ensure smooth onboarding and transitions for Financial Advisors and their teams.
Role type
Wealth Management Transition Coordinator
Builds
Transition workflows, tools, and tracking mechanisms for advisor onboarding
Domain
Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Organizational skills, attention to detail, stakeholder relationship management, deadline management, process improvement, root cause analysis
Preferred skills
Wealth industry experience, transition/onboarding process knowledge, CRM/Workflow system familiarity, Microsoft 365 proficiency
Technologies
Broadridge, Dataphile, CRM, Workflow Tracking Systems, Microsoft 365
Responsibilities
Coordinate administrative components of advisor transactions, execute assigned transition tasks and checklists, maintain and update tracking tools to monitor milestones, contribute to the development of transition workflows and processes
Seniority
Mid-level, hands-on IC
