Project Manager – Transitions & Integrations

Ytswealth; Pennsylvania; On-site; USD 67,500 - 82,500; Full time

Benefits offered by this job

9 paid holidays annually

Flexible scheduling

10 days of Paid Time Off

401(k) dollar for dollar match up to 4%

Maternity and Paternity leave

Medical – Dental – Vision – HRA – Life Insurance

Job summary

YTS Wealth in Export, PA, is looking for a Project Manager in the Transitions & Integrations Department. This full-time role involves overseeing the onboarding of advisors and providing concierge-level support during transitions. Strong project management and relationship management skills are essential, as well as a related Bachelor’s Degree. The position offers a salary starting at $75,000 per year, along with additional benefits, including paid time off and a 401(k) match.

Qualifications

• 1–2 years minimum in Broker‑Dealer or RIA transitions.
• Ability to manage heavy project workloads independently with high accuracy.
• Willingness to travel to advisor offices for hands-on support.

Responsibilities

• Serve as the primary liaison for incoming advisors through onboarding.
• Build and execute comprehensive Transition & Integration Plans.
• Deliver a tailored, proactive transition for each advisor.
• Execute high-accuracy data collection and documentation.
• Collaborate with the VP of Integration on growth initiatives.

Skills

Relationship management skills

Project management

Attention to detail

Ability to travel

Education

Related Bachelor’s Degree

Job description

Project Manager – Transitions & Integrations

Summary

We are seeking a dynamic and results-driven Project Manager to join our Transitions & Integrations Department. When advisors join YTS Wealth Management, they are not simply moving their practice, they are entrusting us with their legacy. As a Project Manager within the Transitions team, you will play a critical role in shaping their first impression of our firm.

In this role, you will serve as the lead coordinator of the transition process, providing white‑glove, concierge‑level support to ensure a seamless and high‑touch experience for both advisors and their clients. You will guide advisors through the operational migration process, managing timelines, coordinating across departments, and ensuring each transition is executed with precision, care, and professionalism.

Location: Export, PA

Hours: Full‑Time: 8:30am‑4:30pm

Job Type: In‑person

Salary: $75,000 / year

Key Responsibilities

• Primary Liaison: Serve as the dedicated point of contact for incoming advisors, guiding them from initial onboarding through full YTS integration.
• Project Mastery: Build and execute comprehensive Transition & Integration Plans, ensuring all repapering and RIA/broker‑dealer conversions are accurate and on schedule.
• Anticipatory Support: Deeply understand each advisor’s business model to deliver a tailored, proactive transition that anticipates their needs before they arise.
• Process Excellence: Execute high‑accuracy data collection and documentation while identifying ways to sharpen and scale our transition procedures.
• Strategic Partnership: Collaborate with the VP of Integration on strategic growth initiatives, data organization, and reporting.

Qualifications

• Industry Experience: 1–2 years minimum in Broker‑Dealer or RIA transitions.
• Education: Related Bachelor’s Degree.
• Drive: Ability to manage heavy project workloads independently with a high degree of accuracy.
• Presence: Strong relationship‑management skills and a willingness to travel to advisor offices for hands‑on support.
• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• In‑person role (Hybrid not available)

Physical Requirements

• Standard office environment (30–40 hours sitting/week).
• Active support (5–10 hours standing/bending/week).
• Occasional lifting of office equipment (up to 40 lbs).

Commpensation

• Salary: Starting at $75,000 annually (based on experience)

Benefits and Perks

• 9 paid holidays annually (If during Mon‑Fri)
• Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
• (After 30 Days) 10 days of Paid Time Off
• (After 30 Days) 401(k) dollar for dollar match up to 4%
• (After 30 Days) Maternity and Paternity leave
• (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance

Relocation

• Export, PA 15632: Relocate before first day (Preferred)
• Commute expenses not reimbursed

Legal & Compliance Disclosures

• Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At‑Will Employment: Employment at YTS Wealth Management is at‑will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.