Senior Integration Partner
Overview: We are seeking a dedicated Transition Manager for our Wealth Management division. This pivotal role involves providing comprehensive support to financial advisors, ensuring a smooth transition for clients and accounts. The ideal candidate will have extensive experience in client service, business transitions, and a deep understanding of the wealth management industry.
Responsibilities:
- Facilitate seamless transitions for financial advisors and clients, offering hands-on support throughout the process.
- Manage the onboarding experience for new advisors and firms, ensuring a positive assimilation into our client base.
- Simultaneously execute multiple client engagements, overseeing operations like ACATs, broker-dealer changes, and more.
- Collaborate cross-functionally to identify opportunities and streamline transition processes.
- Drive project management initiatives to enhance onboarding efficiency.
- Actively participate in ideation and execution of initiatives to evolve onboarding, transitions, and assimilation.
Requirements:
- Bachelor's degree with 7+ years of experience in client service and business transitions in wealth management.
- Strong communication, both written and oral, with exceptional organizational skills.
- Proven ability to manage multiple priorities and work effectively within high-performing teams.
- Experience with Smartsheet is a plus.
- Series 7 and Series 24 licenses are advantageous.
Physical Demands & Work Environment:
- Typing, standing, and walking involved; extended periods of sitting.
- Requires constant mental and visual attention in an office setting.
- Typically performed under comfortable conditions with limited disagreeable elements.
If you are a seasoned professional in wealth management transitions, possess exceptional project management skills, and thrive in a collaborative environment, we encourage you to apply. Join us in driving efficient and seamless transitions for our advisors and clients.
blueStone Staffing Solutions brings top talent to some of the most desired companies on a contract, contract-to-hire and direct hire basis. We take pride in presenting our candidates with great opportunities they may not have exposure to elsewhere. By working with blueStone, you’ll have access to rewarding job opportunities, competitive compensation, and industry leading benefits packages. We look forward to helping you land your next career opportunity and achieve your goals!