Transition Onboarding Consultant

We need to output HTML fragment with sections: headings

for each section present: About the role (maybe Summary), Responsibilities, Requirements (maybe Education Requirements, Basic Requirements, Preferred Requirements), Benefits, Pay, Schedule. We must not repeat job title. Must include only sections with real specific content. Remove boilerplate. We need to parse the posting. Key info: - Title: Transitions Opportunity in Financial Services Transition Consultant (but we don't repeat as heading) - Locations: list of addresses (multiple). Should we include location as part of About the role? Probably include in a paragraph under About the role or maybe a separate section? The instruction: use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include location in About the role paragraph. - Role Type: Full time. Travel up to 25% of the time. That's schedule? Could be Schedule section: full time, travel up to 25%. Also maybe hybrid schedule. - Salary: $60,000 - $70,000 per year + annual bonus. That's Pay. - Benefits: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. Also link to careers page for more details. - Summary: "We are looking for driven and motivated individuals to join our Transitions Team. This Senior Transition Consultant is responsible for managing all aspects of a new Financial Professional’s transition to Osaic. This person will work closely with the Business Development team and other key areas to build strong relationships with new Financial Professionals, present the value proposition of our transition process, and communicate regularly regarding the status of current transitions. This person needs to have a thorough understanding of the transition process and provide the appropriate guidance and training along the way to ensure a seamless onboarding experience for the Financial Professionals. The primary objective is to expedite the transfer of the Financial Professional’s book of business. In addition to having some transition experience, it’s critical to be a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a faced-paced and collaborative environment. The person must have the ability to organize, prioritize, and handle multiple projects simultaneously." That's the summary/about the role. - Responsibilities: list bullet points (the lines after "Responsibilities"). - Education Requirements: "Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered." - Basic Requirements: list bullet points. - Preferred Requirements: list bullet points. We need to decide sections: Could combine Education, Basic, Preferred into Requirements or Qualifications. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Requirements (maybe includes Education, Basic, Preferred). Or we could split into Requirements and Qualifications. But we should not create empty sections. We have content for Education, Basic, Preferred. Could put them under Requirements heading with subpoints? But we must use

• for any list of duties/requirements/benefits. So we can have a

  Requirements

  then maybe subheadings? Not allowed to use other headings besides those listed? It says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but we should stick to those. Could we embed paragraphs inside Requirements? Probably fine: we can have a

  for Education Requirements, then

  for Basic Requirements, then
  for Preferred Requirements. Or combine all into one list? Better to keep separate paragraphs. - Benefits: we have list. - Pay: we have salary range + bonus. - Schedule: we have full time, travel up to 25%, hybrid work schedule (split between home and office). Also maybe location? But schedule section should contain schedule info. We must not include boilerplate like Equal Opportunity Employer, Eligibility, Unqualified Applications, Recruiting Agencies. We must not include application instructions. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must preserve all substantive information. Now produce HTML fragment. Structure:

  About the role

  Locations: Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339; La Vista: 12325 Port Grace Blvd, La Vista, NE 68128; Oakdale: 7755 3rd St. N, Oakdale, MN 55128; Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255; St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702. Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office. Role type: Full time. Travel up to 25% of the time.

  We are looking for driven and motivated individuals to join our Transitions Team. This Senior Transition Consultant is responsible for managing all aspects of a new Financial Professional’s transition to Osaic. This person will work closely with the Business Development team and other key areas to build strong relationships with new Financial Professionals, present the value proposition of our transition process, and communicate regularly regarding the status of current transitions. This person needs to have a thorough understanding of the transition process and provide the appropriate guidance and training along the way to ensure a seamless onboarding experience for the Financial Professionals. The primary objective is to expedite the transfer of the Financial Professional’s book of business. In addition to having some transition experience, it’s critical to be a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a fast-paced and collaborative environment. The person must have the ability to organize, prioritize, and handle multiple projects simultaneously.

  Responsibilities

  • Prepares and executes transition plans for new Financial Professionals
  • Manages regular touchpoints with transitioning Financial Professional to instill confidence in the onboarding process and ensure excellent communication occurs.
  • Closely monitors the asset transfers for the financial professionals by providing hands-on support and monitoring/resolving any NIGOs.
  • Acts as an advocate for the transitioning Financial Professionals with any other areas across the organization to push for resolution, escalation of issues, and responsiveness to any questions.
  • Manages cross-organizational projects. Must be able to build effective business relationships with internal departments, financial professionals and external service providers.

  Requirements

  Education Requirements: Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.

  Basic Requirements:

  • 1+ years of Financial Services Industry experience preferably in broker-dealer or wealth management space
  • Knowledge of the securities industry and retirement plan industry.
  • Ability to work well cross-departmentally to ensure client expectations are met.
  • Experience and comfort with a high-volume setting with competing demands, multiple priorities, and fast-paced environment.
  • Strong written and oral communication skills
  • Detail oriented.
  • Ability to organize, prioritize and re-prioritize, adapt in a changing environment, and handle multiple projects simultaneously.
  • Must be proficient in MS Office applications.

  Preferred Requirements:

  • Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
  • At least two years of experience in a transition assistance or similar role client service or relationship management role

  Benefits

  • Health, vision, dental insurance
  • 401k
  • Vacation and sick time
  • Volunteer days
  • And much more (see careers page for details)

  Pay

  Salary: $60,000 - $70,000 per year + annual bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

  Schedule

  Full-time position with hybrid work schedule (split between home and office). Travel up to 25% of the time.

  We need to ensure we didn't include any boilerplate. We removed EEO, eligibility, etc. Check that we didn't inadvertently include "Equal Opportunity Employer" etc. Not present. Check that we didn't include "Unqualified Applications" etc. Not present. Check that we didn't include "Recruiting Agencies". Not present. Check that we didn't include application instructions. Not present. Check that we didn't repeat job title as heading. Not present. Check that we didn't include Job ID/requisition numbers. Not present. Check that we preserved all substantive information: locations, hybrid schedule, full time, travel, responsibilities, education, basic, preferred, benefits, pay, schedule. Yes. Potential missing: mention of "Senior Transition Consultant" in summary; we kept that. Potential missing: "To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits". We included "And much more (see careers page for details)" but we didn't include the URL. Should we preserve the URL? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. The URL is substantive. We should include it. Could add a link in Benefits section: maybe a

  with link. But we must use

  for prose,

  • for list. So we can add a

    after the list:

    For more details, visit our careers page: https://careers.osaic.com/Creative/Benefits

    . That's preserving the URL. Also we might want to include the link in Benefits section as a list item? But it's not a benefit per se; it's a reference. Better as a paragraph. Also we might want to include "Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office." Already in About the role. Check that we didn't include "Role Type: Full time." Already in About the role. Check that we didn't include "Travel up to 25% of the time." Already in About the role and Schedule. Check that we didn't include "Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education." We included in Pay. Check that we didn't include "Our competitive salaries are just one component of Osaic’s total compensation package." Not included; maybe we should include? It's substantive but maybe not needed. The instruction: preserve ALL substantive information. That sentence is substantive. Should we include? It's about compensation package. Could add to Pay section or Benefits. Let's add a sentence in Pay: "Our competitive salaries are just one component