Transitions Consultant

Overview

Transitions Opportunity in Financial Services

Transition Consultant

Location(s): This position is fully remote within the United States, with the ability to work from home. Candidates must be able to support business needs and travel as required.

Role Type: Full-time.

This role requires periodic travel, estimated at approximately 25-30%, to support business needs.

Salary: $60,000 - $70,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:

Summary:

We are looking for driven and motivated individuals to join our Transitions Team. The Transition Consultant is responsible for managing all aspects of a new Financial Professional's transition to Osaic. This person will work closely with the Business Development team and other key areas to build strong relationships with new Financial Professionals, present the value proposition of our transition process, and communicate regularly regarding the status of current transitions.

This person needs to have a thorough understanding of the transition process and provide the appropriate guidance and training along the way to ensure a seamless onboarding experience for the Financial Professionals. The primary objective is to expedite the transfer of the Financial Professional's book of business.

In addition to having some transition experience, it's critical to be a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a faced-paced and collaborative environment. The person must have the ability to organize, prioritize, and handle multiple projects simultaneously.