Transition Manager Private Client Services, LLC Louisville, KY Job Details Full-time $48,500 - $68,400 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Employee discount Flexible schedule Qualifications Collaboration with sales Mid-level 2 years Communication skills Full Job Description Job Overview PCS is growing and seeking a Transition Manager to help integrate new financial advisors to the Firm. This role requires a proactive approach, attention to detail, and the ability to work collaboratively across various departments. Duties Consult with and educate new advisors and their staff as they transition business to PCS. Facilitate training and provide ongoing guidance about transitioning advisors' book of business. Open new accounts and research paperwork issues with direct business vendors. Conduct interviews with stakeholders to gather requirements and feedback. Monitor progress during the transition phase and adjust plans as necessary to ensure success. Maintain clear communication with all parties involved, providing updates and addressing concerns promptly. Ensure compliance with company policies and best practices throughout the transition process. Skills Strong professional presence skills to guide teams through transitions effectively. Excellent communication skills, both verbal and written, to convey information clearly to diverse audiences. Thorough understanding of the sales/recruiting process and operational functions at a Broker-Dealer. Highly organized with great attention to the details. Working knowledge of Pershing platform. Ability to learn quickly and develop a basic knowledge of numerous software applications. Travel to client offices as needed.

Job Type:

Full-time Pay:

$48,500.00 - $68,400.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Flexible schedule Health insurance Paid time off Vision insurance

Shift:

8 hour shift Application Question(s): Have you worked with a Financial Services company previously?

Work Location:

Hybrid remote in Louisville, KY 40206