Financial Transitions Onboarding Specialist

A leading financial services firm is seeking a Transitions Onboarding Consultant to facilitate the onboarding of Financial Professionals moving their businesses. This role combines consulting with operational execution, requiring knowledge of account opening processes and asset movement. Candidates must be detail-oriented, have excellent communication skills, and be able to handle multiple projects efficiently. Secondary knowledge of financial licenses and previous transition experience is advantageous.

The position allows for hybrid working with a travel requirement of up to 40%.
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