Firm Transition Specialist
About The Position
Are you someone who is collaborative with a strong track record of building effective relationships and fostering teamwork across dispersed and diverse groups? This role serves as a key liaison between field leadership, internal departments, and external partners to deliver seamless transitions and support strategic growth. The right colleague will join our team to help achieve the Journey to 30 vision of Guardian. They will navigate and cultivate relationships with new and existing firms and ensure operational continuity, system readiness, and stakeholder alignment across Guardian’s network. You are Skilled in clear, proactive communication and stakeholder engagement to support seamless firm lifecycle events and operational growth. A self-starter that can manage competing and unpredictable priorities in a fast-paced dynamic environment and demonstrates sound judgement in recognizing when escalation is necessary. A team player who can collaborate effectively in a dispersed team setting to engage others to accomplish meaningful work. You will As a key member of our team, this role will lead organizational and operational efforts for all varieties of transitions. The Firm Transitions Specialist is responsible for managing and executing firm lifecycle events including term mergers, new firm onboarding, leadership changeovers, and corporate real estate (CRE) transitions. Key components of the work you will drive include: Lead and coordinate Term Mergers of firms, including planning, execution, and post-transition support. Facilitate onboarding for New PD, PO and CDM firms, including checklist reviews, system setup, and mentoring assignments. Oversee CRE projects related to office openings, closures, relocations, and satellite site setup Partner with other Practice Development resources as needed to help define deliverables, drive execution, and measure results. Regularly assess and optimize procedures to improve the firm transition process by identifying gaps and recommending improvements to enhance efficiency and reduce risk. Act as an integral member of the team, offering support and backup to other functions as required.
Requirements
- 8+ years of experience in financial services, including deep familiarity with Career Agency Distribution systems and operations of firms.
- Strong project management and organizational skills.
- Experience with operational readiness planning and agency onboarding.
- Understanding of compliance and supervisory structures within financial services.
- Comfort with data tracking, reporting, and process optimization.
Responsibilities
- Lead and coordinate Term Mergers of firms, including planning, execution, and post-transition support.
- Facilitate onboarding for New PD, PO and CDM firms, including checklist reviews, system setup, and mentoring assignments.
- Oversee CRE projects related to office openings, closures, relocations, and satellite site setup
- Partner with other Practice Development resources as needed to help define deliverables, drive execution, and measure results.
- Regularly assess and optimize procedures to improve the firm transition process by identifying gaps and recommending improvements to enhance efficiency and reduce risk.
- Act as an integral member of the team, offering support and backup to other functions as required.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
