Transition Coordinator

OnePoint BFG Wealth Partners; Parsippany-Troy Hills (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

OnePoint BFG Wealth Partners in Parsippany, NJ, on-site, is seeking a Transition Project Coordinator to support the Advisor Integrations Manager in executing transitions and M&A integrations. You will track milestones, coordinate meetings, manage data in Excel, and liaise across compliance, legal, IT, client services, and custodians to ensure smooth transitions.

Ideal candidates have 1–3 years of project coordination or wealth management experience, strong Excel skills, and familiarity with

Qualifications

• Bachelor's degree in business administration, finance, project management, or related field preferred.
• 1-3 years of relevant experience in project coordination, operations, wealth management, or client relationship management (or equivalent demonstrated competency).
• Experience with transition initiatives, process improvements, or cross-functional projects is a strong plus.

Responsibilities

• Track transition milestones, schedules, and deliverables across multiple concurrent transitions; monitor progress and report status to the Advisor Integrations Manager.
• Schedule and coordinate transition meetings; prepare agendas, meeting notes, and action item tracking.
• Manage transition-related data in Excel and reporting dashboards; assist in preparing weekly progress reports with transition metrics and KPIs.
• Support relationship building with internal departments and external partners under manager guidance; develop communication and coordination skills.
• Track advisor progress through training modules, milestones, and assessments; support scheduling and report acclimation status.

Skills

Excel proficiency

Cross-functional collaboration

Project coordination

Relationship management

Education

Bachelor's degree

Tools

Salesforce

Tableau

Asana

Job description

Location: OnePoint BFG Wealth Partners Parsippany, NJ, United States (On-Site)

At OnePoint BFG Wealth Partners, we are committed to empowering our partner advisors by providing exceptional financial advice and solutions. We believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community. As a leading RIA firm, we are experiencing rapid growth and are seeking a dynamic and driven individual to join our team as a Transition Project Coordinator.

Position Overview:

The Transition Project Coordinator supports the Advisor Integrations Manager in executing day-to-day project operations for advisor transitions and M&A integrations. Under the manager's relationship-building and strategic direction, this role tracks project milestones, coordinates meetings and agendas, maintains task tracking, and manages internal communication across departments. The coordinator is responsible for the project related and operational execution of transitions while developing relationship management and client-facing skills.

Key Responsibilities:

• Track transition milestones, schedules, and deliverables across multiple concurrent transitions; monitor progress and report status to the Advisor Integrations Manager
• Schedule and coordinate transition meetings (kickoff, weekly updates, status reviews); prepare agendas, meeting notes, and action item tracking
• Manage transition-related data in Excel and reporting dashboards; assist in preparing weekly progress reports with transition metrics and key performance indicators
• Support relationship building with internal departments (compliance, legal, IT, client services) and external partners (custodians, vendors) under manager guidance; develop communication and coordination skills through hands-on experience
• Track advisor progress through training modules, milestones, and assessments; support training scheduling and report acclimation status to the Integrations Manager
• Monitor day-to-day transition alerts and cleanup items; flag priority issues to the Advisor Integrations Manager for direction and resolution
• Support maintenance of centralized repository of transition documents, checklists, and SOPs

Qualifications:

Education

Bachelor's degree in business administration, finance, project management, or related field preferred.

Experience

• 1-3 years of relevant experience in project coordination, operations, wealth management, or client relationship management (or equivalent demonstrated competency)
• Experience supporting transition initiatives, process improvements, or cross-functional projects a strong plus
• Demonstrated proficiency in Excel (pivot tables, VLOOKUP, data validation, conditional formatting)
• Experience with CRM platforms, business intelligence tools, or project management software (Asana, Salesforce, Tableau) is a plus

Desired Skills and Competencies

Organization & Execution

Strong organizational skills and attention to detail in tracking project timelines, tasks, and deliverables across multiple concurrent transitions. Ability to identify issues early, elevate appropriately and adapt to changing priorities. Self-motivated and able to work under direction; takes responsibility for assigned tasks, follows through on commitments, and flags items that need attention without waiting to be asked.

Strong written and verbal communication skills with the ability to listen carefully and follow directions clearly. Comfortable assisting with cross-functional coordination under direction. Developing ability to explain transition processes and build relationships through hands-on experience and manager mentorship. Willing to learn relationship-building practices as a collaborative support resource within the team.

Technical Proficiency

Strong Excel skills (pivot tables, VLOOKUP, data validation, conditional formatting) and comfort with data entry, validation, and quality assurance. Able to troubleshoot technical issues and comfortable learning new software platforms and tools (Salesforce, Tableau, project management software).

Why Join Us:

Joining our team means becoming part of a firm recognized by Financial Planning as one of the Best RIAs to work for—a distinction that reflects our deep commitment to our people and our culture.

Here is why you should build your career with us:

• Impactful Growth: You will play a key role in the success of a leading firm, where your contributions directly influence our trajectory in a rapidly expanding industry.
• Award-Winning Culture: Work in a collaborative, supportive environment that prioritizes team cohesion and mutual success.
• Competitive Rewards: We offer a top-tier salary and comprehensive benefits package designed to attract and retain the industry’s best talent.
• Professional Advancement: Benefit from continuous development opportunities and long-term career progression.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Equal Employment Opportunity (EEO) Statement:

OnePoint BFG Wealth Partners is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All employment decisions at OnePoint BFG Wealth Partners are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

OnePoint BFG Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

OnePoint BFG Wealth Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OnePoint BFG Wealth Partners’ employees to perform their job duties is not tolerated.