Apollon Wealth Management, LLC · 21 hours ago
Project Manager, Transitions
Mt. Pleasant, SC
Full-time
Hybrid
Mid Level
4+ years expApollon Wealth Management, LLC is a financial services firm seeking a Project Manager, Transitions to oversee the onboarding of new advisors and firms. The role involves managing project timelines, ensuring stakeholder communication, and standardizing transition processes to deliver a seamless onboarding experience.
FinanceFinancial ServicesRetirementRisk Management
Responsibilities
Own and manage the transition project plan and timeline for multiple advisor/firm transitions simultaneously, ensuring delivery of all milestones and internal/external deliverables
Build, maintain, and continuously update a real-time project management/tracking tool to ensure visibility, accountability, and progress reporting across transition stages
Coordinate tasks and handoffs across all internal teams involved in transitions (Operations, Compliance, Trading/Investments, Advisor Support, Technology, Marketing, Finance, Custodian/Broker-Dealer, HR)
Maintain clear documentation of timelines, decisions, action items, owners, and blockers throughout each transition lifecycle
Serve as a primary internal point of contact for transition execution status, ensuring stakeholders have the correct information at the right time
Run recurring transition check-in meetings, publish agendas, capture action items, and ensure follow-through and closure
Ensure consistent cadence of communication for each transition and proactively escalate delays, risks, and capacity issues
Maintain standardized onboarding templates, checklists, workflows, and communication plans to ensure cohesion and repeatability across all advisor types
Partner with the Transition Support Associate and Transition Associate to streamline data processes, reduce manual work, and improve efficiency and accuracy
Recommend improvements to the transition process through reporting, lessons learned, and post-transition retrospective reviews
Provide ongoing project management support for key initiatives across the firm, including strategic stakeholder reporting and cross-functional execution support as needed
Qualification
Required
4–7 years of experience in project management, onboarding, operations, or advisor transitions within financial services (RIA, Broker-Dealer, Custodian, or related industry)
Strong project management and stakeholder coordination capabilities with demonstrated ability to manage multiple priorities and deliver on deadlines
Experience working with custodial and/or Broker-Dealer platforms and related financial technology systems
Strong documentation, organization, and communication skills (written + verbal)
High attention to detail and comfort handling sensitive client and financial information
Proficiency with MS Office Suite, especially Excel and email communication; ability to operate within project tracking tools and maintain accurate documentation
Company
Apollon Wealth Management, LLC
Apollon Wealth Management was established, first and foremost, to benefit our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Shanks
Chief Growth Officer
Recent News
2026-01-19
2025-12-07
2025-12-05
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