Investment Banking
Posted 2 months ago
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The Strategic Transitions Manager will lead and coordinate transitions for new advisors, ensuring a smooth onboarding and client handoff across multiple channels. Responsible for developing project plans, timelines, and resource needs, and for communicating with stakeholders including advisors, sales, and operations. Travel is required to visit advisor locations or client sites to facilitate transitions and program delivery. This role requires strong program management, relationship-building, and problem-solving skills to support organizational transitions and growth.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
No additional description provided.
