Vice President, Client Enablement
About The Position
We're seeking a future team member for the role of Vice President, Client Enablement to join our Client Services Group (Pershing). This role is located in Lake Mary, FL. In this role, you’ll make an impact in the following ways: Lead and coordinate the end-to-end transition process for new and converting advisor firms. This role manages the overall transition plan, project timeline, open items, and cross-functional coordination needed to support a smooth onboarding and asset transfer experience. Partner with internal teams and client stakeholders to support discovery, operational setup and technology and third-party integrations. Coordinate asset reviews and discuss account opening requirements, investor documentation, and training coordination. Manage and drive the implementation and set-up of products and services by coordinating across internal and external stakeholders transition tracking. Drive communication throughout the Enablement lifecycle, troubleshoots issues, and ensures all parties remain aligned on milestones, deliverables, and expectations. Travel for client meetings and required business purposes, approximately 10% of the time.
Requirements
- 6-8 years of total work experience preferred.
- Strong project management skills, attention to detail, and the ability to manage multiple moving parts in a high-touch client environment
- Experience in financial services, client onboarding, account transitions, operations, or implementation/project management roles.
- Comfortable managing timelines, coordinating across teams, and working directly with clients in a fast-paced environment.
- Experience supporting account conversions, onboarding, or transition events in a financial services environment.
- Strong understanding of account opening processes, documentation requirements, and operational workflows.
- Ability to manage project plans, track open items, and coordinate multiple stakeholders.
- Experience working with client communications, training delivery, and issue resolution.
- Familiarity with technology integrations, third-party manager setups, and service-related operational support.
- Strong organizational skills and the ability to identify and escalate complex account scenarios.
- A client-focused mindset with the ability to communicate clearly, build trust, and drive progress.
- Openness to travel, approximately 10%.
- Series 99 or ability to obtain within 6 months.
Responsibilities
- Lead and coordinate the end-to-end transition process for new and converting advisor firms.
- Manage the overall transition plan, project timeline, open items, and cross-functional coordination needed to support a smooth onboarding and asset transfer experience.
- Partner with internal teams and client stakeholders to support discovery, operational setup and technology and third-party integrations.
- Coordinate asset reviews and discuss account opening requirements, investor documentation, and training coordination.
- Manage and drive the implementation and set-up of products and services by coordinating across internal and external stakeholders transition tracking.
- Drive communication throughout the Enablement lifecycle, troubleshoots issues, and ensures all parties remain aligned on milestones, deliverables, and expectations.
- Travel for client meetings and required business purposes, approximately 10% of the time.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
