Private Wealth Onboarding & Transition Concierge

Citizens; San Francisco (CA); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Education reimbursement

Flexible work arrangements

Job summary

Citizens is seeking a Private Wealth, Transition Operations Specialist to support the onboarding of Private Wealth Advisors and teams. This role coordinates end-to-end transitions with speed, accuracy, and exceptional service, acting as a concierge resource for new colleagues and their clients.

The role requires travel to support onboarding activities and collaboration with multiple stakeholders across the organization.

Qualifications

• Minimum 5 years of financial industry experience with relationship management.
• Knowledge of FINRA and state requirements preferred.
• Strong communication and presentation skills; exceptional client service.
• Ability to manage multiple priorities with speed and accuracy.
• Experience delivering white-glove service to internal and external stakeholders.

Responsibilities

• Collaborate with the Transition Manager to onboard experienced Private Wealth Advisor teams.
• Coordinate with stakeholders on transition status for prospects and candidates.
• Collect documentation from candidates to support onboarding requirements.
• Provide best practices to ensure a scalable and repeatable transition process.
• Organize technology, systems, and readiness prior to Day One onboarding.
• Serve as a resource on firm policies and onboarding requirements.
• Lead end-to-end onboarding for Wealth Managers and adviser teams and their clients.
• Deliver high-touch, concierge-level onboarding focused on responsiveness and service.
• Partner across business lines to ensure a seamless transition for advisors and their books of business.
• Travel as needed to support onboarding events and relationship-building.

Skills

Relationship management

Financial industry experience

Communication skills

Attention to detail

Organizational skills

Problem solving

Education

Series 7 & 66 certifications preferred

Job description

Citizens is seeking a Private Wealth, Transition Operations Specialist to support the onboarding of Private Wealth Advisors and teams. This role coordinates end-to-end transitions with speed, accuracy, and exceptional service, acting as a concierge resource for new colleagues and their clients.

The role requires travel to support onboarding activities and collaboration with multiple stakeholders across the organization.