Vice President, Client Enablement

About the role

This role is located in Jersey City, NJ. In this role, you’ll make an impact by:

• Leading and coordinating the end-to-end transition process for new and converting advisor firms.
• Partnering with internal teams and client stakeholders to support discovery, operational setup, and technology and third-party integrations.
• Coordinating asset reviews and discussing account opening requirements, investor documentation, and training coordination.
• Managing and driving the implementation and set-up of products and services by coordinating across internal and external stakeholders.
• Transitional tracking, communication throughout the Enablement lifecycle, troubleshooting issues, and ensuring all parties remain aligned on milestones, deliverables, and expectations.

Responsibilities

• Manage the overall transition plan, project timeline, open items, and cross-functional coordination needed to support a smooth onboarding and asset transfer experience.
• Support discovery, operational setup, and technology and third-party integrations with internal and client stakeholders.
• Discuss account opening requirements, investor documentation, and training coordination with clients.
• Coordinate the implementation and set-up of products and services by coordinating across internal and external stakeholders.
• Drive communication throughout the Enablement lifecycle, troubleshoot issues, and ensure all parties remain aligned on milestones, deliverables, and expectations.
• Travel for client meetings and required business purposes, approximately 10% of the time.

Requirements

• 6-8 years of total work experience preferred.
• Strong project management skills, attention to detail, and the ability to manage multiple moving parts in a high-touch client environment.
• Successful candidates will typically bring experience in financial services, client onboarding, account transitions, operations, or implementation/project management roles.
• Comfortable managing timelines, coordinating across teams, and working directly with clients in a fast-paced environment.
• Experience supporting account conversions, onboarding, or transition events in a financial services environment.
• Strong understanding of account opening processes, documentation requirements, and operational workflows.
• Experience working with client communications, training delivery, and issue resolution.
• Familiarity with technology integrations, third-party manager setups, and service-related operational support.
• Strong organizational skills and the ability to identify and escalate complex account scenarios.
• A client-focused mindset with the ability to communicate clearly, build trust, and drive progress.
• Openness to travel, approximately 10%.

Qualifications

• Series 99 or ability to obtain within 6 months.

Skills

Skills not specified.

Benefits

Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.