Advisor Transitions Coordinator

Responsibilities

• Develop and manage comprehensive transition plans tailored to each advisor or team.
• Cook up and lead transition kickoff meetings to align expectations and deliverables.
• Be the central liaison between the incoming advisor, internal departments, and external custodians.
• Track progress against key milestones and proactively address potential issues or delays.
• Maintain accurate documentation and reporting of transition activities.

Advisor Experience

• Provide white-glove service and clear communication throughout the transition process.
• Identify opportunities to improve the transition experience and advisor satisfaction.
• Partner with business development and relationship management teams to ensure a smooth handoff post-transition.

Cross-Functional Collaboration

• Work closely with Operations, Compliance, Technology, HR, and Marketing teams to coordinate transition deliverables.
• Communicate transition updates to internal stakeholders and leadership.
• Contribute to process improvement initiatives to streamline onboarding workflows.

Requirements and Qualifications

• 2+ years of experience in project management, onboarding, or transitions within the financial services industry.
• Strong organizational, analytical, and problem-solving skills with a keen attention to detail.
• Exceptional communication and relationship management abilities.
• Proven ability to manage multiple complex projects and deadlines in a fast-paced environment.
• Ability to work late with short notice to complete assigned tasks.
• Proficiency with MS Office.
• Bachelor’s degree preferred.

Pay

Competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, and Professional Development Assistance Plan.

Schedule

Flexible schedule to accommodate the needs of the role and the firm.

Benefits

Explore further. Janney offers benefits such as Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, and Professional Development Assistance Plan.