Transitions Manager

Dynasty Financial Partners•St Petersburg, FL

13h

About The Position

We are seeking a highly skilled and motivated Transition Manager to join the Transition Services team at Dynasty Financial Partners. The Transition Manager will play a pivotal role in transitioning Financial Advisors and helping them launch their own RIAs. They will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging their expertise to address challenges, streamline processes, and enhance client satisfaction.

Requirements

Up to 40-50% travel is required, including weekends if needed, to meet clients during the pre-launch phase and provide onsite support during firm transitions.

Responsibilities

Support Financial Advisors in launching and transitioning their RIAs, ensuring seamless onboarding experience.
Build and maintain strong relationships with Advisors, Resource Partners, and Dynasty team members to facilitate smooth transitions.
Coordinate Advisor and Resource Partner meetings, conference calls, and key onboarding activities.
Identify challenges and opportunities during transitions, resolving or escalating issues as necessary.
Manage calendars and travel schedules while ensuring all transition tasks are executed efficiently.
Quickly immerse in the Dynasty culture, understanding the RIA industry and competitive landscape.