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Transitions Manager​/remote - wealth management

Remote / Online - Candidates ideally in
Denver, Denver County, Colorado, 80285, USA
Listing for: Jobot
Remote/Work from Home position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Management
Salary/Wage Range or Industry Benchmark: 90000 - 115000 USD Yearly USD 90000.00 115000.00 YEAR
Job Description & How to Apply Below
Position: Transitions Manager - (travel / remote) - wealth management

Transitions Manager - Remote - Wealth Management

Salary: $90,000 - $115,000 per year

Hosted by:
Katrina Mc Fillin

A bit about us

We partner with independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies to enhance and expand their business.

Why join us
  • comprehensive health, dental, and vision insurance
  • 401(k) with company match
  • unlimited PTO
  • paid paternity leave
  • 10%-15% bonus
  • equity
Job Details

The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to helping them launch their own RIAs. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

You bring proven experience in transition management or project management within financial services, wealth management, or RIA operations. You are someone who is an easy study and thrives in a fast-paced and collaborative environment.

This is a remote role but will require a significant amount of travel, including some weekends when the transition period begins for their clients. You will be expected to be in St. Pete, FL one week a month when you are not working a transition.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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