Advisor Transitions Manager

Forms Logic; Los Angeles (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Forms Logic is seeking an experienced delivery lead to own advisor transitions from kickoff to completion in the Los Angeles area. You will act as the day-to-day contact for departing and receiving firms, ensuring migrations stay on schedule and clients experience a seamless move.

You will manage end-to-end engagements, coordinate data mapping and account paperwork, and partner with Product and Engineering to enhance our Migrator delivery playbooks while maintaining strict security and

Qualifications

• 3–5+ years in wealth management operations, advisor transitions, onboarding, or custodial/platform conversions.
• Experience managing multiple client-facing projects with firm deadlines.
• Working knowledge of account opening, ACATs, repapering, and the Broker Protocol.
• Strong communication skills and comfort working with advisors, operations teams, and executives.
• High attention to detail and sound judgment with confidential information.
• Preferred: experience with workflow or onboarding platforms, project management tools, or a prior implementation/delivery role in fintech.

Responsibilities

• Lead end-to-end transition and migration engagements, including scoping, planning, and execution.
• Manage timelines, deliverables, and dependencies across client, custodian, and internal teams.
• Coordinate data mapping, account paperwork, and tape-to-tape processes with receiving and departing firms.
• Serve as a trusted advisor to client stakeholders, communicating status and surfacing risks early.
• Partner with Product and Engineering to improve Migrator and delivery playbooks.
• Maintain accurate documentation and handle sensitive client data in line with security and compliance standards.

Skills

Wealth management operations

Advisor transitions

Onboarding

Custodial/platform conversions

Project management

Attention to detail

Job description

Forms Logic builds workflow automation software for the wealth management industry. Our platform, Navigator, streamlines new account opening and ongoing account maintenance, and Migrator manages advisor transitions and platform migrations for RIAs and broker-dealers. We work with leading firms across the industry and are growing quickly.

The Role

You’ll own delivery for advisor transition engagements from kickoff through completion. You’ll be the day-to-day point of contact for departing and receiving firms, keeping complex, time-sensitive projects on track and making sure advisors and their clients have a smooth move.

What You’ll Do

• Lead end-to-end transition and migration engagements, including scoping, planning, and execution
• Manage timelines, deliverables, and dependencies across client, custodian, and internal teams
• Coordinate data mapping, account paperwork, and tape-to-tape processes with receiving and departing firms
• Serve as a trusted advisor to client stakeholders, communicating status and surfacing risks early
• Partner with Product and Engineering to improve Migrator and our delivery playbooks
• Maintain accurate documentation and handle sensitive client data in line with our security and compliance standards

What You Bring

• [3-5+] years in wealth management operations, advisor transitions, onboarding, or custodial/platform conversions
• Experience managing multiple client-facing projects with firm deadlines
• Working knowledge of account opening, ACATs, repapering, and the Broker Protocol
• Strong communication skills and comfort working with advisors, operations teams, and executives
• High attention to detail and sound judgment with confidential information
• Preferred: experience with workflow or onboarding platforms, project management tools, or a prior implementation/delivery role in fintech