Advisor Transition Specialist

To support a seamless transition for experienced financial advisors, the full-time remote Advisor Transition Specialist will manage detailed transition plans, coordinate activities across various teams, and ensure a high-quality advisor experience from offer through integration. Key responsibilities Execute and maintain transition plans tailored to individual advisors, tracking milestones and managing dependencies Serve as the central liaison among internal and external stakeholders to facilitate smooth transitions Gather advisor feedback and identify opportunities for process improvements to enhance the transition experience Required qualifications Bachelor's degree in business, human resources, finance, communications, or a related field 3+ years of experience in transition, project coordination, or financial services Proven ability to manage complex processes with multiple stakeholders and competing priorities Strong project management skills, with experience in tracking project milestones and addressing risks Proficiency in Microsoft Office tools and project management software