Advisor Transition Specialist

Sunriseatwolfchase

Base: 80,000 - 128,000; bonus/equity: not specifie...
Hybrid (2 days per week minimum in-office)
End-to-end account and asset transition lifecycle management
Operational processing of transitions
Conducting advisor training sessions
The Advisor Transition Specialist position at Sunriseatwolfchase is a hybrid role focusing on managing the onboarding process for new investment advisors and their client portfolios. The ideal candidate will have extensive experience in wealth management operations and strong analytical skills, along with the ability to ensure a seamless transition experience

Job Summary

  • The Advisor Transition Specialist is responsible for managing the day-to-day activities involved in transitioning new investment advisors and their client portfolios, ensuring a smooth and compliant experience.
  • This role requires managing the end-to-end account and asset transition lifecycle, including client account opening, transfer documents, fee setups, and reconciling asset transfers.
  • The company offers 20 vacation days per year, immediate pension plan participation with matching contributions, and a flexible hybrid work model.

Matching Summary

Match Score: 85

The Advisor Transition Specialist position at Sunriseatwolfchase is a hybrid role focusing on managing the onboarding process for new investment advisors and their client portfolios. The ideal candidate will have extensive experience in wealth management operations and strong analytical skills, along with the ability to ensure a seamless transition experience.

Salary

Base: 80,000 - 128,000; Bonus/Equity: Not specified; Benefits: Flexible Benefits, Pension Plan

Skills & Requirements

Must-have

  • End-to-end account and asset transition lifecycle management
  • Operational processing of transitions
  • Conducting advisor training sessions
  • Troubleshooting operational and compliance issues
  • Maintaining data accuracy and compliance

Nice-to-have

  • Dynamic colleagues eager to share knowledge
  • Inspiring leaders focused on potential
  • Making life brighter for clients
  • Friendly, collaborative, and inclusive culture

Key Requirements

  • 5+ years experience in Wealth Management Operations
  • Prior experience with asset transfer processes
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Canadian Securities Course (CSC) completion is an asset
  • Bilingualism (French, English) required for Quebec

Work Rights

Not specified

Tailored Resume

Cover Letter