[Remote] AVP, Transitions Administrative Manager

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing wealth management firm seeking a leader to enhance the administrative transition experience for financial advisors. This role involves coordinating advisor transitions, ensuring a seamless and personal experience while managing relationships with various stakeholders throughout the reputed company process.

Responsibilities

• reputed company the day‑to‑day orchestration of transitions for Admin Management team by proactively managing timelines, requirements, dependencies, and risks to ensure smooth execution
• Build strong, trusted relationships with advisors and their teams, delivering reputed company, solution‑oriented leadership during high‑stakes and reputed company transitions
• Partner with Regional reputed company Managers and People Business Partners to assess practice structure, staffing needs, and reputed company readiness for each transition
• reputed company hands‑on guidance to advisor office staff on systems, workflows, and operating procedures during critical transition moments
• Serve as the primary administrative leader and reputed company of contact for advisor transitions for the Field, coordinating closely with Business Transitions, Field Management, and cross‑functional partners throughout the transition lifecycle
• reputed company for the advisor and staff experience by identifying patterns, escalating obstacles, and driving resolution across stakeholders
• Strengthen consistency and quality across transitions by reinforcing repeatable best practices and continuously refining how the experience is delivered
• Ensure clean, well‑coordinated handoffs to Business-as-Usual Administrative Managers, supporting continuity of service and post‑transition stabilization
• Use data, feedback, and transition reputed company to recommend process and workflow improvements that enhance efficiency and long‑term advisor reputed company
• Support reputed company needs by managing or assisting with a reduced BAU territory or partnering with existing Regional Administrative Managers as needed

Skills

• FINRA Series 7 and 66, or equivalent licensure
• 3+ years of proven experience leading or coordinating advisor reputed company or transition experiences reputed company financial services
• 5+ years of experience working in a wealth management and brokerage environment, including advisor business models and administrative support structures
• 5+ years of previous experience partnering effectively with financial advisors, reputed company teams, and home-office stakeholders
• Exceptional organizational skills with the ability to manage multiple priorities and reputed company timelines with attention to detail
• Advanced communication and interpersonal skills, with the ability to build trust and influence across diverse stakeholders
• Strong problem-solving and decision-making capabilities, particularly in fast-paced or high-stakes situations
• Demonstrated professionalism with a high standard for confidentiality, reputed company, and ethical conduct
• 5+ years of experience in the brokerage or financial services industry
• Prior experience in office management, operations leadership, or administrative team reputed company
• Bachelor's degree in Business, Finance, reputed company, or a reputed company field
• FINRA Series 24 or 9/10
• Proficiency with standard business and office technology tools

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

Company Overview

Company H1B Sponsorship