Job Summary

• This strategic leadership role oversees a high-performing team of Transition Consultants & Support Specialists who facilitate seamless, complex transitions for financial advisors moving between divisions within our firm.
• The Manager ensures a smooth, efficient, and personalized transition experience by driving cross-functional collaboration, maintaining strong advisor relationships, and executing with precision under tight deadlines.
• We expect our associates at all levels to Grow professionally and inspire others to do the same, Work with and through others to achieve desired outcomes, Make prompt, pragmatic choices and act with the client in mind, Take ownership and hold themselves and others accountable for delivering results that matter, Contribute to the continuous evolution of the firm.

Matching Summary

Skills & Requirements

Key Requirements

• 6 to 10 years general experience
• 3 to 6 years manager experience
• SIE required or ability to obtain within 120 days
• Series 99 required or ability to obtain within 120 days

Work Rights