TransitionManager

Position Summary The Transition Manager is responsible for managing the Advisor Onboarding experience, workflow, and all aspects of an Advisor’s transition to Focus Partners Advisor Solutions (“FPAS”). The position oversees the Advisor Onboarding responsible (in part) for firm goal of 98% client retention. Possess and communicates understanding of Focus Partners Advisor Solutions teams and resources available to advisors. Offer direction, motivation, and coaching to offices; encourage growth of assets under administration (AUA) as well as revenue derived from these relationships. Share feedback from clients with each division leader and work with Managing Director, Onboarding ability to respond and adapt to change quickly. Desire to produce high-quality work in a timely manner. Strong organizational skills, attention to detail. Collaborative, team-centric approach to work. Comfort working with associates at various levels within the organization. Strong written and verbal communication skills. This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000–$85,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-KJ2 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them