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Willenborg Wealth Management is seeking a Head of Advisor Transitions to lead and scale its Advisor Transitions organization, focusing on optimizing operations and improving advisor experience. The role demands significant leadership experience in financial services and offers a hybrid working model for flexibility.
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Job Summary
This role serves as the COO of Transitions, responsible for scaling an organization that transitions approximately 425 advisor teams annually.
The position requires designing a capacity model aligned with recruiting growth targets while standardizing service models based on transition complexity.
Candidates must possess deep experience in capacity planning and data-driven performance management within a hybrid work environment requiring at least 3 days in the St. Petersburg office.
Matching Summary
Match Score: 75
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Willenborg Wealth Management is seeking a Head of Advisor Transitions to lead and scale its Advisor Transitions organization, focusing on optimizing operations and improving advisor experience. The role demands significant leadership experience in financial services and offers a hybrid working model for flexibility.
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Skills & Requirements
Must-have
15+ years progressive leadership experience
Scale 100+ person operations organizations
Capacity modeling and workflow design
High-volume financial services environment
Drive automation and process modernization
Nice-to-have
Strong emotional intelligence
Commercial fluency in advisor economics
Bias for action and simplification
Executive presence and stakeholder management
Experience with legacy workflow simplification
Key Requirements
Series 99 license required or obtainable within 120 days
SIE license required or obtainable within 120 days
More than 15 years of general and manager experience