Global Banking & Markets, RIA Custody, Transition Consultant, Vice President - New York

The role also requires a Transition Consultant to prescriptively provide direction, support, and expertise in all areas of the transition experience. Helping develop internal and external communication plans for advisory firms, in addition to coordinating internal resources to maintain good project health, and meet firm commitments / timelines are critical to success in the role. This individual is also responsible for ensuring all training needs are met and prepare them for the client service experience prior to the close of the transition experience. The role requires an average of 20-30% travel per year to support advisory firms in transition, along with flexible work hours to accommodate project commitments and/or timelines.