Manager, Consultants Team | New Advisor Transitions | St. Petersburg, Fl
Chartwell Investment Partners
St. Petersburg, FL, USA
Hybrid
Manage operational areas
Develop business plans and forecasts
Communicate strategy and motivate teams
This strategic leadership role is responsible for guiding a high-performing team of Transition Consultants who manage complex onboarding projects for financial advisors joining the firm
Job Summary
This strategic leadership role is responsible for guiding a high-performing team of Transition Consultants who manage complex onboarding projects for financial advisors joining the 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.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
Matching Summary
This strategic leadership role is responsible for guiding a high-performing team of Transition Consultants who manage complex onboarding projects for financial advisors joining the firm.
Skills & Requirements
Must-have
Manage operational areas
Develop business plans and forecasts
Communicate strategy and motivate teams
Manage and report team performance
Develop and deliver service operations plans
Implement business practice improvements
Develop and interpret policy
Nice-to-have
Consultative mindset
Lead through change
Passion for exceptional service
People-first culture
Client-first focus
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