Vice President of Transitions

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Vice President of Transitions

C2P is looking for a Vice President of Transitions to build processes, project manage, oversee, and perform required functions to successfully onboard and transition financial service offices to our organization. We want a high-energy, inspirational leader who can lead a team that delivers a world-class transition experience.

Responsibilities

· Coordination among teams

o Champion the transition program internally and externally developing a network of professional resources positioning C2P as a destination organization and becoming an advisor transitions SME in the financial services industry.

o Maintain global perspective on integration of transitioning office into our organization.

o Develop and educate team on processes to simplify and streamline transitions.

o Understand needs of business and transitioning advisor, documenting and managing them being met.

o Project manage full transition plan, documenting all requirements and ensuring all are met.

o The VP will work closely with the Business Development sales managers to prioritize, design, and deliver the best transition experience possible.

o The VP will be responsible for the ideation and execution of projects and initiatives to help evolve the overall transition and acclimation program.

o Research, document, and coordinate needs within each division

o Communicate with onboarding offices, keeping stakeholders up-to-date consistently and routinely.

o Communicate with internal team, keeping stakeholders up-to-date consistently and routinely.

o Problem-solve using resources within and outside of our organization to meet needs and challenges of transition.

o Leverage our partners at Fusion Orion, Schwab, Fidelity, and the like to innovate the process and bring best practices for evolution.

o Create and utilize a project management tracker for all opportunities in the pre- and post-transition phases.

o Coordinate process with recruiting and maintenance client experience processes

o Assist recruiting team with proposals and analysis for advisors to join our organization.

o Be accountable for the asset ramp and economics associated with the transition, client experience, and technology adoption.

o Optimize resource allocation to maximize results.

· RIA-specific

o Execute advisor transition program to seamlessly process 90 percent of business to PCA within 90 days.

o Use internal and external resource partners to develop an all-encompassing training program to efficiently teach how to do business, manage business, and maximize the evolution of technology.

o Ensure product mapping, repapering, technology, system training and adoption, and compliant office set-up occurs.

Qualifications

· Bachelor's degree in accounting, business, finance, or a related field

· 10+ years of experience in financial services, preferable in client service, business transitions, relationship management, or sales

· Proven experience managing complex projects and resources.

· Proven experience managing complex projects and resources and proven ability to juggle multiple projects at the same time.

· Strong collaboration: Ability to tie together and organize needs of several divisions within the organization.

· Client service excellence

· Extreme attention to detail and follow through with projects.

· Outstanding written and verbal communication to both internal and external stakeholders, many in high-ranking positions

· Fast-paced

· Team orientation

· Advanced technology skills

Four Companies. One Vision.

C2P Enterprises is a holding company comprised of four distinct brands, each designed to simplify financial planning for advisors and the clients they serve. United by the vision to provide planning and financial products in the best interest of the client, each company offers education, training, resources, and tools to meet a client's unique financial situation, along with access to an array of investment and insurance vehicles to help accomplish their goals. Learn more at

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Job Type: Full-time

Pay: $130,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Remote: Relocate before starting work (Required)

Work Location: Remote