Wealth Advisor Transition Concierge

Citizens; San Francisco (CA); On-site; USD 100,547,000 - 136,364,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Retirement benefits

Education reimbursement

Wellness programs

Flexible work arrangements

Job summary

Citizens is seeking a Private Wealth, Transition Operations Specialist to support the Transition Manager in onboarding Private Wealth Advisor teams and their books of business. This role emphasizes speed, accuracy, and concierge-level service, coordinating with stakeholders and ensuring a seamless Day One experience for advisors and clients.

Travel is required to support onboarding events and relationship-building activities.

Qualifications

• Minimum 5 years of financial industry experience and relationship management.
• Strong communication and polished and professional presentation skills.
• Excellent client service and concierge-level service experience.

Responsibilities

• Collaborate with the Transition Manager to onboard experienced Private Wealth Advisor teams.
• Coordinate with stakeholders on status of prospects/candidates during transition.
• Collect required documentation and support onboarding requirements.
• Provide guidance to ensure a scalable, repeatable transition process.

Skills

relationship management

attention to detail

communication

client service

Education

Series 7 and 66 certification

Tools

CRM systems

Job description

Citizens is seeking a Private Wealth, Transition Operations Specialist to support the Transition Manager in onboarding Private Wealth Advisor teams and their books of business. This role emphasizes speed, accuracy, and concierge-level service, coordinating with stakeholders and ensuring a seamless Day One experience for advisors and clients.

Travel is required to support onboarding events and relationship-building activities.