As an Onboarding and Transitions Manager at Triad Wealth Partners, LLC (“Triad Wealth”), you will lead the onboarding and asset transition process for financial advisors joining the Triad platform. This role is responsible for managing each transition project end-to-end, ensuring assets, accounts, and operational workflows are successfully migrated so Triad can serve as the advisor’s back office for billing, investments, trading, and reporting. You will act as the central point of coordination across advisor firms, internal teams, and external partners, keeping transitions on track, proactively identifying risks, and clearly communicating progress when timelines shift. This role is ideal for someone who thrives in a project-driven environment, enjoys working cross-functionally, and takes pride in delivering a smooth, confidence-building onboarding experience.