Wealth Enhancement Group · 5 hours ago

Transition Support Manager (Remote Opportunity)

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $110K/yr

5+ years exp

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Responsibilities

Collaborate with internal WEG partners and new advisor teams to understand their needs and provide a Statement of Work and transition plan.

Address and resolve any issues or challenges that arise during the transition process, ensuring minimal disruption to the client experience.

Lead the team in preparation, delivery, and processing of repapering documents, utilizing bulk processes and automation when possible.

Monitor transition metrics and KPIs, generating regular reports for senior management and advisor teams.

Develop and maintain strong relationships with Advisor Teams throughout the transition process, acting as the primary point of contact.

Facilitate effective collaboration between different departments (ATO, Supervision, Integration Managers, etc.) to ensure that all aspects of the transition are handled seamlessly.

Oversee the relationship with IBM for outsourced transition support work to ensure alignment with the firm’s goals and standards.

Communicate updates to systems and processes to internal and external partners.

Manage relationships with custodians involved in the transition process, ensuring service levels are met and align with the firm’s standards.

Oversee the end-to-end transition process, ensuring that all client assets are transferred accurately and in a timely manner.

Develop and adhere to team standards, including Service Level Agreements, quality control processes, and process documentation.

Ensure all transition processes comply with industry regulations and firm policies, staying up to date with changes in regulatory requirements.

Coordinate retrospectives for each transition project to gather feedback and foster an environment of continuous improvement.

Lead, mentor, and develop a team of transition specialists, fostering a collaborative and high-performance culture.

Deliver strategic priorities to your team to help align daily tasks to organizational goals.

Encourage cross-training and development of staff to improve productivity and provide higher quality service.

Build and maintain relationships across WEG Leadership, external partners, and vendors to make decisions regarding operational activity and strategic goals.

Partner with Human Resources to recruit top talent and/or work through performance management concerns.

Qualification

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