Responsibilities
- Lead and coordinate Term Mergers of firms, including planning, execution, and post-transition support.
- Facilitate onboarding for New PD, PO and CDM firms, including checklist reviews, system setup, and mentoring assignments.
- Oversee CRE projects related to office openings, closures, relocations, and satellite site setup
- Partner with other Practice Development resources as needed to help define deliverables, drive execution, and measure results.
- Regularly assess and optimize procedures to improve the firm transition process by identifying gaps and recommending improvements to enhance efficiency and reduce risk.
- Act as an integral member of the team, offering support and backup to other functions as required.
Requirements
- 8+ years of experience in financial services, including deep familiarity with Career Agency Distribution systems and operations of firms.
- Strong project management and organizational skills.
- Experience with operational readiness planning and agency onboarding.
- Understanding of compliance and supervisory structures within financial services.
- Comfort with data tracking, reporting, and process optimization.
Benefits
- Skill-building
- Leadership development
- Philanthropic opportunities
- Contemporary, supportive, flexible, and inclusive benefits and resources
Additional Information
- Travel Up to 25% travel within US
