Family Wealth Transition Specialist

Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.

At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.

We are a value-based organization with the following core beliefs:

• All in
• Clients come first
• Trust is earned
• Innovation answers uncertainty

We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.

The Family Wealth Transition Specialist will work closely with the onboarding Advisor, the Portfolio Manager and the Portfolio Administrator that will be responsible for the administration of the Advisor’s account once the onboarding has been completed. The position will require providing timely, accurate information and service during the transition of the Advisor’s client’s accounts. The Family Wealth Transition Specialist must have excellent people skills and is client-service centric with the ability to manage time efficiently and prioritize work.

The successful candidate is a team player ready to take on new challenges, works well under pressure in an environment with tight deadlines and has excellent problem-solving skills. This position reports to the VP, Practice Management.

Onboarding Management

• Participate in advisor due diligence review, including a due diligence day meeting outlining the transition process and what life at Bellwether looks like, post transition
• Review the holdings of the potential advisor’s book of business, bring forward any potential issues or pain points
• Coordinate an advisor kick off meeting with the Transitions Team, clearly articulating expectations for the transition process
• Set up and hold a custodian kick off meeting advising of the upcoming transition
• Arrange for Bulk upload and data populating in Bellwether Onboarding Platform
• Arrange for advisor office system access
• Arrange and assist with preparation of paperwork and attend client meetings
• Review IPS with client
• Review Bellwether difference and explain what a client should expect
• Manage the transfer process and provide regular transition status updates to the advisor and team.
• Act as a liaison between the trading team and the advisor during transition of accounts
• Work with the Operations Manager to coordinate transition of duties to Portfolio Administrator

Client Relationship Management