Senior Transition Consultant - Hybrid (Financial Services)

Advisor Group; Scottsdale (AZ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Job summary

Osaic is seeking a Transition Consultant to manage all aspects of a new Financial Professional’s transition to the firm. You will collaborate with Business Development and other teams to present our transition value proposition and maintain ongoing status updates.

The role requires deep knowledge of asset movement, high attention to detail, and strong communication skills. It is a hybrid position with travel up to 25%.

Qualifications

• 1+ years of Financial Services industry experience.
• Knowledge of the securities industry and retirement plan industry.
• Ability to work cross‑functionally to meet client expectations.
• Strong written and oral communication skills.
• Detail oriented and able to manage multiple projects simultaneously.

Responsibilities

• Prepares and executes transition plans for new Financial Professionals.
• Manages regular touchpoints with transitioning Financial Professionals to ensure clear communication.
• Monitors asset transfers and resolves issues.
• Advocates for transitioning Financial Professionals across the organization to drive resolution.
• Builds cross‑organizational relationships to push for timely onboarding.

Skills

Communication skills

MS Office

Multi-tasking

Education

Bachelor’s Degree Preferred

Tools

MS Office

Job description

Osaic is seeking a Transition Consultant to manage all aspects of a new Financial Professional’s transition to the firm. You will collaborate with Business Development and other teams to present our transition value proposition and maintain ongoing status updates.

The role requires deep knowledge of asset movement, high attention to detail, and strong communication skills. It is a hybrid position with travel up to 25%.