Traveling Transition Support Associate

Description

The Traveling Transition Support Associate is a critical member of the Transition Services Team at Dynasty Financial Partners. This full-time role involves extensive travel (up to 75%) within the U.S. to provide on-the-ground assistance and supplemental support to Transition Managers during advisor onboarding and transitions. Some onboarding projects may require consecutive weeks onsite, with commitments of 4-6 weeks at the same location for larger engagements. Occasional weekend work may also be required.

As a key representative of Dynasty, professionalism is essential, as this role will serve as the face of the company to advisors, resource partners, and other stakeholders. When not traveling, the role will assist with administrative, operational, and project-related tasks to ensure the team's efficiency and success.

RESPONSIBILITIES:

• Travel Support: Provide in-person assistance during advisor transitions, ensuring seamless onboarding and resolution of issues as they arise.
• Professional Representation: Exhibit a high degree of professionalism while acting as the face of Dynasty, building trust and confidence with advisors, resource partners, and internal teams.
• Relationship Building: Develop strong working relationships with advisors, resource partners, and internal teams to facilitate communication and collaboration.
• Scheduling and Coordination: Assist Transition Managers with meeting scheduling, travel logistics, and preparation for client and vendor engagements.
• Technology and Data Support:
• Support the set-up and training of platforms used in the RIA space, including Salesforce.com, Microsoft Excel, and other industry tools.
• Gather, analyze, and summarize data for reports and special projects to aid decision-making.
• Process Improvement: Assist with refining workflows and administrative processes to enhance team efficiency.
• Issue Resolution: Act as a resource for first-level technical and procedural questions from advisors and resource partners, escalating issues as needed.
• Ongoing Development: Participate in training to stay informed about industry trends, technology updates, and best practices.
  
  

Requirements

QUALIFICATIONS

• Bachelor’s degree preferred but not required.
• 1-2 years of experience in finance, customer service, or a related field.
• Exposure to project coordination or support roles is advantageous.
  
  

Requirements

Skills and Abilities Required

• Willingness to travel up to 75% within the U.S., including extended onsite commitments of 4-6 weeks when needed.
• Availability for occasional weekend work to support the transition launch.
• Exceptional interpersonal, verbal, and written communication skills.
• Strong organizational and time management skills with a detail-oriented approach.
• Ability to work in a fast-paced, results-driven environment while balancing multiple priorities.
• Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint) and CRM platforms like Salesforce.com.
• Adaptability to learn new technology tools and systems quickly.
• High degree of professionalism, with the ability to confidently represent Dynasty to advisors, resource partners, and stakeholders.
  
  

Benefits

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance
  
  

EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.