Transitions & Integrations Project Manager

Jobtailor; Iowa (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a seasoned Advisor Transitions Manager in the United States to own end-to-end advisor moves from discovery to handoff. You will coordinate cross-functional teams, ensure compliance, and maintain high-touch client communication during high-stress transitions.

You will manage concurrent portfolios, drive account transfers with precision, and mentor advisors toward platform self-sufficiency across CRM and reporting systems. A Bachelor's degree is required.

Qualifications

• Experience managing advisor transitions end to end.
• Strong knowledge of account transfers and exception resolution.
• Ability to juggle multiple transitions under deadlines.
• Excellent client-facing communication.
• Bachelor's degree required.

Responsibilities

• Own a concurrent portfolio of advisor transitions from discovery through handoff.
• Plan and execute day-one readiness, including forms, compliance, branding, and client communication strategy.
• Run prioritized transfer batches with daily ramp tracking.
• Manage the exception queue and ramp-risk flags in real time.
• Train advisors to platform self-sufficiency across customer relationship management, reporting, and custodial systems.
• Direct matrixed service, operations, and vendor resources assigned to each transition.
• Achieve defined asset ramp, task completion, client contact, exception-rate, and advisor net promoter score targets.

Skills

Advisor Transitions

Project Management

Client Communication

Wealth Management

Team Leadership

Education

Bachelor's degree

Tools

Custodial Systems

CRM Systems

Job description

• Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
• Plan and execute day-one readiness, including forms, compliance, branding, and client communication strategy.
• Run prioritized transfer batches with daily ramp tracking.
• Manage the exception queue and ramp-risk flags in real time.
• Train advisors to platform self-sufficiency across customer relationship management, reporting, and custodial systems.
• Direct matrixed service, operations, and vendor resources assigned to each transition.
• Achieve defined asset ramp, task completion, client contact, exception-rate, and advisor net promoter score targets.

Requirements

• Five or more years in advisor transitions, brokerage operations, or wealth management project management.
• Has personally project-managed advisor moves end to end, not solely supported them.
• Strong command of account transfer mechanics and exception resolution.
• Able to carry a concurrent portfolio of transitions under firm deadlines with competing priorities.
• Client-facing polish sufficient to be the advisor's primary point of contact during a high-stress period.
• Bachelor's degree required.

Core Competencies

Demonstrates expertise in managing advisor transitions, ensuring compliance, and executing client communication strategies. Proven ability to lead cross-functional teams and achieve performance targets in a high-pressure environment.

Highest-signal resume keywords

• Advisor Transitions Management
• Project Management
• Client Communication Strategy
• Account Transfer Mechanics
• Wealth Management

Hard Skills

• Advisor Transitions
• Brokerage Operations
• Project Management
• Exception Resolution
• Task Completion
• Client Contact Management
• Ramp Tracking
• Compliance
• Reporting
• Customer Relationship Management

Soft Skills

• Client-Facing Polish
• Communication
• Training
• Team Leadership
• Problem Solving

Industry Keywords

• Wealth Management
• Advisor Success
• Asset Ramp
• Exception Rate
• Net Promoter Score

Tools & Technologies

• Custodial Systems
• CRM Systems