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Project-manage advisor transitions onto the wealth platform from discovery through handoff. Responsibilities include readiness planning, day-one execution, account transfer coordination, exception resolution, ramp tracking, advisor training, client communications, and directing matrixed service, operations, and vendor resources. The role owns multiple concurrent transitions and is accountable for asset ramp milestones, task completion, client outreach, exception rates, and advisor satisfaction.

Leads the end-to-end transition of newly recruited advisors and their books onto the platform. Oversees pre-resignation readiness, account transfers, exception management, platform adoption, capacity planning, vendor surge support, and handoffs to Advisor Success. Manages a 17-person organization and drives faster cycle times, automation, business readiness, and a high-quality advisor experience.

Provides front-desk and administrative support by answering and routing calls, greeting guests, managing calendars, processing mail and supply orders, preparing agent-relations materials, entering data, and maintaining organized office spaces. Requires professional communication, customer service, office software proficiency, basic equipment troubleshooting, dependable attendance, and flexibility to manage changing phone traffic.

Manage the full lifecycle of agent and agency contract changes and book-of-business transfers, ensuring compliance and accurate commission tracking. Collect and review documentation, submit and track contract changes to completion, coordinate with internal sales and operations teams, and maintain partner check-ins and onboarding processes for large agency contracts.

Coordinate recruiting, executive searches, complex interviews, candidate travel, onboarding logistics, and onsite candidate experiences. Manage scheduling, interview materials, feedback collection, executive communication, background checks, offers, relocation, orientation, and I-9 verification while delivering polished, confidential, high-touch support to candidates, executives, and stakeholders.

Sell health insurance products to customers by phone, educate clients on suitable policies, build referral-based relationships, resolve inquiries, document customer information, and support business growth through networking and marketing strategies. The role requires obtaining a Health and Accident Producers License within 30 days if not already licensed and includes in-office work, base pay, uncapped commissions, and seasonal overtime during open enrollment.

Executive leader responsible for advisor experience across a $55 billion wealth platform serving 1,100+ advisors. Owns same-store growth, advisor and asset retention, return on assets, segmented advisor success pods, solutions consulting, retention risk scoring, and intervention programs. Leads a multi-layer organization, establishes service coverage models, improves technology adoption and fee-based revenue, and partners with growth, investment, and product leaders to generate recruiting referrals and strengthen advisor relationships.

Vice President responsible for building and leading advisor recruiting, business development, and transition operations across a $55 billion wealth platform. Owns new-store sales from pipeline through recruiting close and asset ramp, while developing channel strategy, territories, quotas, recruiting playbooks, vendor strategy, and transition capacity. The role requires deep independent-channel wealth management expertise, a strong record recruiting large advisor practices, and the ability to scale a national growth organization.

Acts as a liaison between operations, quality assurance, and technical teams. Analyzes workflows and business problems, documents functional and technical requirements, facilitates cross-functional meetings, develops test scenarios, coordinates training, supports process improvements, and provides troubleshooting assistance. The role independently manages low- to moderate-complexity assignments and may participate in QA and UAT activities.

Audits commission payments, reconciles carrier revenue with internal systems, investigates enrollment and payment discrepancies, corrects data integrity issues, documents findings, tracks exceptions, and supports reporting on commission and revenue accuracy.