Transitions Consultant

Overview

Brokerage Operations Opportunity in Financial Services

Transition Consultant

Location(s) : Remote

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type : Full-time, Non-Exempt

Salary : $51,750 - $69,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page : Osaic Benefits

Summary :

The Transition Consultant is responsible for helping manage all aspects of a new Financial Professional's transition to Osaic. This person will work closely with the Business Development team and other key areas to build strong relationships with new Financial Professionals, present the value proposition of our transition process, and communicate regularly regarding the status of current transitions.

Education Requirements :

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities :

• Prepares and executes transition plans for new Financial Professionals including guidance on Osaic resources and tools.
• Manages regular touchpoints with transitioning Financial Professional to instill confidence in the onboarding process and ensure excellent communication occurs.
• Must be able to build effective and strong business relationships with internal departments, financial professionals and external service providers.
• Primary objective is to expedite the transfer of the FP's book of business.
• Support any mix shift opportunities.
• Closely monitors the asset transfers for the financial professionals by providing hands-on support and monitoring / resolving any NIGOs.
• Acts as an advocate for the transitioning Financial Professionals with any other areas across the organization to push for resolution, escalation of issues, and responsiveness to any questions.
• Exercise strong problem solving and decision-making skills.

Basic Requirements :

Preferred Requirements :

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and / or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

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