Transition Manager - Remote

Overview

The Transition Manager at Compound will oversee the advisor journey from recruitment to successful integration, acting as both a process architect and relationship manager to ensure a seamless transition for advisors.

In Short

• Own the advisor transition timeline from LOI through the first 90+ days.
• Lead transition efforts for advisors migrating their businesses into Compound.
• Streamline and automate onboarding processes for efficiency.
• Manage project timelines and milestones across various teams.
• Communicate clearly and empathetically with advisors throughout the process.
• Collaborate with internal stakeholders to ensure a seamless experience.
• Anticipate advisor needs and deliver proactive solutions.

Requirements

• Deep understanding of RIA/wealth management operations.
• Experience in advisor-facing roles.
• Skilled in building and managing workflows.
• Strong project management skills.
• Detail-oriented with an empathetic approach.
• Tech-savvy, with experience in CRM and project management tools.

Benefits

• Work in a high-performing team with a shared mission.
• Opportunities for professional growth and development.
• Collaborative and transparent work culture.