Advisor Transitions Coordinator

Janney•Philadelphia, PA

About The Position

The Advisor Transition Coordinator is responsible for leading and coordinating all aspects of financial advisor transitions to the firm. This role serves as the primary point of contact for incoming advisors and their teams, ensuring a seamless, efficient, and positive onboarding experience. The Advisor Transition Coordinator works cross-functionally with operations, compliance, technology, and marketing teams to manage timelines, mitigate risk, and deliver an exceptional advisor experience.

Requirements

2+ years of experience in project management, onboarding, or transitions within the financial services industry.
Strong organizational, analytical, and problem-solving skills with a keen attention to detail
Exceptional communication and relationship management abilities.
Proven ability to manage multiple complex projects and deadlines in a fast-paced environment.
Ability to work late with short notice to complete assigned tasks.
Proficiency with MS Office

Nice To Haves

Expert in managing complex advisor transitions from start to finish — ensuring seamless onboarding, regulatory compliance, and minimal business disruption.
Skilled relationship builder who delivers a white-glove experience by fostering trust, clear communication, and collaboration across advisors and internal teams.
Process-driven problem solver with a focus on efficiency, accuracy, and continuous improvement in transition workflows and advisor satisfaction.

Responsibilities

Develop and manage comprehensive transition plans tailored to each advisor or team.
Coordinate and lead transition kickoff meetings to align expectations and deliverables.
Serve as the central liaison between the incoming advisor, internal departments, and external custodians.
Track progress against key milestones and proactively address potential issues or delays.
Maintain accurate documentation and reporting of transition activities.
Provide white-glove service and clear communication throughout the transition process.
Identify opportunities to improve the transition experience and advisor satisfaction.
Partner with business development and relationship management teams to ensure a smooth handoff post-transition.
Work closely with Operations, Compliance, Technology, HR, and Marketing teams to coordinate transition deliverables.
Communicate transition updates to internal stakeholders and leadership.
Contribute to process improvement initiatives to streamline onboarding workflows.