Strategic Transitions Manager | New Advisor Transitions - Travel Required

Chartwell Investment Partners

Remote
**
Client-centric onboarding experience
Manage complex transitions
High-touch service delivery
** Chartwell Investment Partners is seeking a Strategic Transitions Manager to enhance the onboarding experience for financial advisors, requiring up to 50% travel. The ideal candidate will possess industry expertise, strong organizational skills, and a client-centric focus, all while providing high-touch support through the transition process. **

Job Summary

  • Deliver a premium onboarding experience for Financial Advisors undergoing strategic transitions with substantial assets.
  • Oversee process, coordinate documentation, deliver customized training, and provide hands-on support throughout the onboarding journey.
  • Lead and co-lead departmental initiatives and cross-functional projects to drive strategic goals.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking a Strategic Transitions Manager to enhance the onboarding experience for financial advisors, requiring up to 50% travel. The ideal candidate will possess industry expertise, strong organizational skills, and a client-centric focus, all while providing high-touch support through the transition process. **

Skills & Requirements

Must-have

  • Client-centric onboarding experience
  • Manage complex transitions
  • High-touch service delivery
  • Financial advisor transitions expertise

Nice-to-have

  • Proactive communication
  • Building trust with partners
  • Concierge-level customer service

Key Requirements

  • 3 to 6 years general experience
  • High School Diploma/GED required
  • SIE, Series 7, Series 63 (or 66), Series 9/10 (or 24) licenses required or ability to obtain
  • Up to 50% travel required

Work Rights

Not specified

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