Transitions Manager

Description

We are seeking a highly skilled and motivated Transition Manager to join the Transition Services team at Dynasty Financial Partners. The Transition Manager will play a pivotal role in transitioning Financial Advisors and helping them launch their own RIAs. They 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.

Key Responsibilities:

• Support Financial Advisors in launching and transitioning their RIAs, ensuring seamless onboarding experience. 
• Build and maintain strong relationships with Advisors, Resource Partners, and Dynasty team members to facilitate smooth transitions. 
• Coordinate Advisor and Resource Partner meetings, conference calls, and key onboarding activities. 
• Identify challenges and opportunities during transitions, resolving or escalating issues as necessary. 
• Manage calendars and travel schedules while ensuring all transition tasks are executed efficiently. 
• Quickly immerse in the Dynasty culture, understanding the RIA industry and competitive landscape.

Requirements

• Bachelor’s degree required.
• Minimum 3-5 years professional experience, including experience in transition management. 
• Proven experience in transition management, financial services, or RIA operations.
• Strong organizational, time management, and follow-up skills to handle multiple priorities effectively.
• Excellent interpersonal, written, and verbal communication skills to collaborate across various teams.
• Ability to thrive in a fast-paced, results-oriented environment, building rapport and instilling confidence with Advisors and Resource Partners.
• Demonstrated commitment to teamwork, problem-solving, and proactive issue resolution.
• Orientation to technology, with the ability to quickly learn and work with vendors and platforms in the RIA space.

Travel Expectations:

Up to 40-50% travel is required, including weekends if needed, to meet clients during the pre-launch phase and provide onsite support during firm transitions.

Why Join Us:

• Be part of a forward-thinking firm that is redefining the future of wealth management.
• Work in a collaborative and supportive environment with opportunities for professional growth and development.
• Enjoy competitive salary and comprehensive benefits package, including health insurance, retirement plans, and more.

BENEFITS

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off 
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY  Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.