VP - Transition Management Lead

Transition Management Lead

The Transition Management Lead is responsible for overseeing the Transition Management department, which facilitates the seamless transition of financial advisors and their teams into the firm or between the firm's divisions. Key Responsibilities

• Oversee and direct the Transition Management department, including subordinate managers and supervisors.
• Lead coaching, mentoring, and professional development within a performance-driven culture.
• Identify training needs and develop growth plans for team members.
• Manage human resource functions, including hiring, performance evaluations, and succession planning.
• Develop and execute transition strategies to optimize the onboarding experience for financial advisors.
• Monitor and analyze financial and performance data to implement control mechanisms and operational improvements.

Qualifications & Experience