Strategic Transitions Manager | New Advisor Transitions - Travel Required
Willenborg Wealth Management
Remote
Remote, with up to 50% travel required.
Premium onboarding experience
Seamless integration of advisors
Mass account transfers (mat)
Willenborg Wealth Management is seeking a Strategic Transitions Manager to oversee the onboarding of financial advisors undergoing strategic transitions, requiring up to 50% travel. The ideal candidate should possess strong organizational skills, industry expertise, and a client-centric approach to deliver a high-touch onboarding experience
Job Summary
Deliver a premium onboarding experience for Financial Advisors and their teams undergoing strategic transitions with substantial assets.
Independently manage high-impact initiatives that require strategic insight, innovation, and sound judgment, collaborating with home office teams to resolve challenges.
Provide comprehensive training on firm policies and procedures, offering ongoing, high-touch support to ensure smooth integration into Raymond James.
Matching Summary
Match Score: 85
Willenborg Wealth Management is seeking a Strategic Transitions Manager to oversee the onboarding of financial advisors undergoing strategic transitions, requiring up to 50% travel. The ideal candidate should possess strong organizational skills, industry expertise, and a client-centric approach to deliver a high-touch onboarding experience.
Skills & Requirements
Must-have
premium onboarding experience
seamless integration of advisors
Mass Account Transfers (MAT)
high-touch service
concierge-level customer service
Nice-to-have
client-centric approach
innovative solutions
building trust through communication
dynamic environment adaptability
Key Requirements
3 to 6 years general experience
High School Diploma/GED required
SIE required
Series 7 License required
Series 63 (or 66) License required or ability to obtain within 120 days
Series 9/10 (or 24) License required or ability to obtain within 120 days
Required experience in Advisor Transitions and/or as a Financial Advisor