RIA Transitions Lead - Client Onboarding & Ops
$85k - $95kNewEdge Advisors
NewEdge Advisors is seeking a Transition Manager to serve as the primary point of contact for transitions to their RIA platform. Responsibilities include coordinating meetings and paperwork, ensuring compliance during transitions, and supporting advisors with operational issues. The ideal candidate will have 5 to 10 years of relevant experience, possess Series 7 certification, and have the ability to manage transition processes efficiently. Salary ranges from $85,000 to $95,000 annually, plus eligibility for a quarterly bonus program. #J-18808-Ljbffr NewEdge Advisors
Vacancy posted 4 days ago
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