Wealth Advisory Transitions Specialist

Prime Capital Financial; United States; Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Prime Capital Financial is seeking a Transition Specialist I to support advisor transitions and wealth management operations during acquisitions and recruitments. The role involves custodial account openings, transfers, billing setup, and Salesforce tracking, working with the Senior Manager to execute established plans.

The ideal candidate is organized, detail-oriented, and capable of managing multiple priorities while growing into greater transition ownership over time.

Formación

• 2+ years in wealth management operations or advisor transitions.
• Experience with custodial workflows and account transfers.
• Familiarity with fee schedules and advisor billing processes.

Responsabilidades

• Support execution of advisor recruits, acquisitions, and integration initiatives.
• Maintain project notes, timelines, and transition activity in Salesforce.
• Coordinate custodial openings, ACAT transfers, and asset movement.
• Assist with advisory billing setup and fee scheduling in Orion.
• Provide hands-on transition support to advisors and staff.
• Collaborate with internal teams across departments on transition milestones.
• Identify risks or delays and escalate as needed.

Conocimientos

Wealth management operations

Advisor transitions

Client service

Custodian management

Financial services

Educación

Bachelor's degree in Business/Finance/Operations

Herramientas

Charles Schwab

Fidelity

Orion

Salesforce

DocuSign

Descripción del empleo

Prime Capital Financial is seeking a Transition Specialist I to support advisor transitions and wealth management operations during acquisitions and recruitments. The role involves custodial account openings, transfers, billing setup, and Salesforce tracking, working with the Senior Manager to execute established plans.

The ideal candidate is organized, detail-oriented, and capable of managing multiple priorities while growing into greater transition ownership over time.