Wealthscape Transitions Lead & Trainer

NewEdge Wealth LLC.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 100,000; Full time

Job summary

NewEdge Securities in Pittsburgh is seeking an Associate Transition Manager & Trainer to develop, deliver, and maintain training programs for account transitions and the Wealthscape platform. You will serve as a subject matter expert for advisors, operations teams, and client service associates.

This role focuses on designing engaging training, maintaining materials, and measuring effectiveness while ensuring accurate transition processes and compliant operations across the broker-dealer and RIA

Qualifications

• Bachelor’s degree in business or related field.
• 3–5 years of experience in wealth management, brokerage operations, financial services training, or related field.
• Experience using Wealthscape or similar wealth management platforms preferred.
• Experience developing and delivering professional training programs.
• Strong understanding of account transitions, operational workflows, and financial services processes.

Responsibilities

• Transitions Management Support: assist with client onboarding, account transitions, asset transfers, and conversion processes.
• Training & Development: design, develop, and deliver instructor-led, virtual, and self-paced training programs.
• Wealthscape Platform Expertise: serve as primary training resource for Wealthscape functionality and workflows.
• Other Responsibilities: coordinate meetings and tasks related to transitions across departments and provide pre- and post-transition support.

Skills

Presentation skills

Facilitation

Communication

Organizational skills

Project management

Problem-solving

Education

Bachelor’s degree in business or related field

Tools

Wealthscape

Learning Management Systems (LMS)

Microsoft Office Suite

Job description

NewEdge Securities in Pittsburgh is seeking an Associate Transition Manager & Trainer to develop, deliver, and maintain training programs for account transitions and the Wealthscape platform. You will serve as a subject matter expert for advisors, operations teams, and client service associates.

This role focuses on designing engaging training, maintaining materials, and measuring effectiveness while ensuring accurate transition processes and compliant operations across the broker-dealer and RIA