Transition Onboarding Consultant
Core
Managing the end-to-end transition of new Financial Professionals to Osaic, focusing on expediting the transfer of their book of business and ensuring a seamless onboarding experience.
Role type
Senior Transition Consultant (IC)
Builds
Transition plans and support for new Financial Professionals joining Osaic
Domain
Financial Services / Wealth Management / Broker-Dealer
Deliverable
client delivery
Required skills
transition process management, asset movement expertise, securities industry knowledge, retirement plan industry knowledge, cross-departmental collaboration, project prioritization, MS Office proficiency
Preferred skills
SIE/Series 6/7/65/66/24/26 licenses, 2+ years in transition assistance or client service/relationship management
Technologies
MS Office
Responsibilities
Prepare and execute transition plans for new Financial Professionals; manage regular touchpoints with transitioning professionals to ensure confidence and communication; monitor asset transfers and resolve NIGOs; advocate for transitioning professionals across the organization; manage cross-organizational projects and build relationships with internal departments and external providers
