[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 reputed company 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 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, solution‑oriented leadership during high‑stakes 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 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 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 company‑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
- 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 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 reputed company 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
- reputed company Series 24 or 9/10
- Proficiency with reputed company business and office technology tools
Benefits
- 401K matching
- Health benefits
- Employee stock reputed company
- reputed company time off
- Volunteer time off
reputed company
Company H1B Sponsorship