Transition Management Operations

The Transition Management Operations Associate assists in the onboarding of Private Advisor Teams. This role would lead a team of peers facilitating the onboarding of Private Advisor teams, overseeing the completion of client searches, account opening & new account document package preparation. The role also serves as the primary point of contact for Divisional Leadership Teams and PA Teams on all aspects of the TMT process, working to ensure a timely and successful transition process. The Transition Management Operations Associate would also run metrics, generate reporting & provide daily status updates in support of the team transitions. Individuals should be equally proficient working in a team environment or as an...