Transitions Partner

About the role

The Transition Partner is responsible for the direct contact and communication with high-value prospects and newly affiliated high-value advisors, transitioning their practice to Cetera Wealth Services/NFS. This position is hybrid and will require being in the office 2-3 days a week.

Responsibilities

• Establish and maintain meaningful working relationships with financial advisors and their staff.
• Customize transition plans based on advisor, staff, office operations, culture.
• Drive pull-through of assets to convert onto the CWS/NFS platform that aligns with business objectives, subject to change on a quarterly basis.
• Efficiently manage multiple projects at various stages.
• Develop weekly progress reporting personalized to individual advisor effectiveness.
• Product mapping including quality replacements for non-transferable assets.
• Resolve escalated issues and ensure operational procedures are properly maintained and followed.
• Able to work independently and as part of a team on moderately complex and complex issues and projects.

Requirements

BA or BS in Business or related field. FINRA securities licenses 7 & 63 preferred. 5+ years of experience in sales and operational roles with demonstrated success in achieving goals. Project and/or relationship management experience preferred. Ability to articulate feedback in a way that others can comprehend. Experience partnering with leadership on various campaigns. Exceptional presentation skills and demonstrated leadership characteristics. Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.

Qualifications

Minimum Required Education & Experience: BA or BS in Business or related field. 5+ years of experience in sales and operational roles with demonstrated success in achieving goals. Project and/or relationship management experience preferred. Ability to articulate feedback in a way that others can comprehend. Experience partnering with leadership on various campaigns. Exceptional presentation skills and demonstrated leadership characteristics. Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.

Skills

• Sales and Marketing
• Customer and Personal Service
• English Language
• Administration and Management
• Education and Training

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Pay

The base annual salary range for this role is $55,000 to $101,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Schedule

This position is hybrid and will require being in the office 2-3 days a week.