Project Manager, Transitions

Project Manager, Transitions

Reports to:

Vice President of Strategic Operations

Status
:
Exempt

Office Environment
:
Hybrid or Remote

The Project Manager, Transitions is responsible for driving the end-to-end transition project plan for new advisors and firms joining Apollon Wealth Management. This role ensures consistent execution of onboarding timelines, internal deliverables, cross-functional coordination, and risk management from transition kick-off through post-transition integration.

The Project Manager acts as the operational “quarterback” for coordination and tracking across all transition phases—owning the master timeline, maintaining real-time project tracking tools, and ensuring stakeholders remain aligned, accountable, and informed.

This position works closely with the Transitions Department and key Apollon departments to deliver a seamless, compliant, and client-centered onboarding experience for incoming advisors and their teams.

• 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.

• 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.