Transition Consultant | New Advisor Transitions
About the role
This position offers workplace flexibility based on location. Associates residing within a commutable distance of our St. Petersburg, FL; Memphis, TN; or Southfield, MI home offices are expected to work onsite 3 days per week. Candidates located outside of a commutable distance from these offices may be eligible for a remote work arrangement. The Transition Consultant plays a critical role in supporting financial advisors as they transition into the firm. Acting as a primary point of contact, the consultant ensures a seamless onboarding experience by coordinating all aspects of the transition process. This role requires strong project management skills, a deep understanding of financial services operations, and a client-focused mindset to deliver a smooth and efficient transition that minimizes disruption and accelerates productivity for new advisors.
Responsibilities
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Advise others on how to design new processes and systems that meet professional standards.
- Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high-quality professional services to support in delivering business strategy and plans.