01Responsibilities
As the AVP, Transitions Administrative Manager, you will reputed company and coordinate the administrative transition experience endtoend, serving as a trusted partner to advisors and internal teams while driving consistency, reputed company, and reputed company across transitions. You will reputed company as the connective tissue across stakeholders ensuring the experience is reputed company, proactive, and executed with precision while continuously identifying opportunities to enhance how transitions are delivered.
reputed company the daytoday orchestration of transitions for reputed company 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, solutionoriented leadership during highstakes and reputed company transitions.
Partner with Regional reputed company Managers and People Business Partners to assess reputed company structure, reputed company needs, and reputed company readiness for reputed company transition.
reputed company handson 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 crossfunctional partners throughout the transition lifecycle.
reputed company for the advisor and staff experience by identifying patterns, escalating obstacles, and driving reputed company across stakeholders.
Strengthen consistency and reputed company across transitions by reinforcing repeatable best practices and continuously refining how the experience is delivered.
Ensure clean, reputed companycoordinated handoffs to Business-as-Usual Administrative Managers, supporting continuity of service and posttransition stabilization.
Use data, feedback, and transition reputed company to recommend process and workflow improvements that enhance efficiency and longterm 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.
02Requirements
reputed company 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 reputed company 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 homeoffice stakeholders.
Core Competencies:
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 problemsolving and decisionmaking capabilities, part