Transitions Manager - (travel / remote) - wealth management
- $70,000 - $130,000
- Saint Petersburg Beach, FL +6
Support Financial Advisors in launching and transitioning their RIAs
A bit about us:
We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platform. practice management, M&A and capital strategies.
Why join us?
We are a growing firm founded 12 years ago and already surpassing 100 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
20%-25% bonus
equity
comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
20%-25% bonus
equity
Job Details
The Transition Manager will play a pivotal role in transitioning Financial Advisors and 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 their expertise to address challenges, streamline processes, and enhance client satisfaction.
You bring proven experience in transition management, financial services, 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 bring proven experience in transition management, financial services, 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.
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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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.
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.