Hybrid Transitions Partner

at Cnect

• Job title: Transitions Partner
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $56,000 - $100,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: NFS
• Location requirements: Hybrid, Dallas, United States

About the role

• Transition Partner overseeing high-value advisor transitions at Cetera Wealth Services. Establishing relationships and managing complex project phases for a seamless transition experience.

Responsibilities

• Establish and maintain meaningful working relationships with financial advisors and their staff.
• Customize transition plans based on advisor, staff, office operations, culture.
• Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis.
• Efficiently manage multiple projects at various stages.
• Develop weekly progress reporting personalized to individual advisor effectiveness.
• Product mapping including quality replacements for non-transferable assets.
• Resolve escalated issues and ensure operational procedures are properly maintained and followed.
• Able to work independently and as part of a team on moderately complex and complex issues and projects.

Requirements

• BA or BS in Business or related field.
• FINRA securities licenses 7 & 63 preferred.
• 5+ years of experience in sales and operational roles with demonstrated success in achieving goals.
• Project and/or relationship management experience preferred.
• Ability to articulate feedback in a way that others can comprehend.
• Experience partnering with leadership on various campaigns.
• Exceptional presentation skills and demonstrated leadership characteristics.
• Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.