Transition Manager

Job Overview
PCS is growing and seeking a Transition Manager to help integrate new financial advisors to the Firm. This role requires a proactive approach, attention to detail, and the ability to work collaboratively across various departments.

Duties

• Consult with and educate new advisors and their staff as they transition business to PCS.
• Facilitate training and provide ongoing guidance about transitioning advisors' book of business.
• Open new accounts and research paperwork issues with direct business vendors.
• Conduct interviews with stakeholders to gather requirements and feedback.
• Monitor progress during the transition phase and adjust plans as necessary to ensure success.
• Maintain clear communication with all parties involved, providing updates and addressing concerns promptly.
• Ensure compliance with company policies and best practices throughout the transition process.

Skills

• Strong professional presence skills to guide teams through transitions effectively.
• Excellent communication skills, both verbal and written, to convey information clearly to diverse audiences.
• Thorough understanding of the sales/recruiting process and operational functions at a Broker-Dealer.
• Highly organized with great attention to the details.
• Working knowledge of Pershing platform.
• Ability to learn quickly and develop a basic knowledge of numerous software applications.
• Travel to client offices as needed.

Job Type: Full-time

Pay: $48,500.00 - $68,400.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift

Application Question(s):

• Have you worked with a Financial Services company previously?

Work Location: Hybrid remote in Louisville, KY 40206

Salary : $48,500 - $68,400