Transitions Manager - (travel / remote) - wealth management (Matthews)
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $90,000 - $115,000 per year A bit about us: We partner with independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies to enhance and expand their business. Why join us? We are a rapidly growing firm surpassing 125 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors. comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
paid paternity leave
10%-15% bonus
equity Job Details The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to helping them launch their own RIAs. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction. You bring proven experience in transition management or project management within financial services, wealth management, or RIA operations. You are someone who is an easy study and thrives in a fast-paced and collaborative environment. This is a remote role but will require a significant amount of travel, including some weekends when the transition period begins for their clients. You will be expected to be in St. Pete, FL one week a month when you are not working a transition. Interested in hearing more? Easy Apply now by clicking the Apply button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
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