Transitions Manager

Job Description

Job Description

Description :

The Transitions Manager be responsible for supporting the Transition Services team. The role will be integral to the continued success and growth of Dynasty Financial Partners and will be involved in many of the day-to-day issues necessary to keep the team operating effectively and efficiently.

The candidate will have the opportunity to learn all aspects of Dynasty’s business and specifically around on-boarding of existing RIA teams.

Responsibilities will also include project management, managing calendars and scheduling meetings, coordinating with service providers, potential weekend work and travel.

Technology responsibilities include advanced work with excel to prepare file uploads, coordination with clients and vendors for setup and training of systems.

Salesforce.com administration, level 1 support, and customization.

Top Priorities :

• Quickly become immersed in the Dynasty culture and get a full understanding of the RIA industry and the competitive landscape
• Serve in a support role to senior members of the Transition and Relationship Management Teams, including :
• Build relationships with Resource Partners and understand various roles and responsibilities
• Coordinate Advisor and Resource Partner conference calls and meetings; participate in calls and meetings as appropriate
• Identify issues and opportunities and resolve or escalate as necessary
• Manage calendars and travel schedules
• Build relationships with Advisors in the Dynasty Network as well as their ongoing support personnel
• Develop relationships with key partners and understand the working relationships between Dynasty, the Advisors and Resource Partners
• Participate in all aspects of advisor transition and onboarding

Requirements :

Skills and Abilities Required :

• Excellent interpersonal, written and verbal skills required
• Excellent organizational, time management and follow-up skills needed
• Must be able to perform in a fast passed, results oriented culture; ability to build rapport and instill confidence with Dynasty team, Advisors and Resource Partners essential
• A demonstrated commitment to both partnership and teamwork, and initiative to proactively address all issues as they arise
• Orientation to technology with ability to learn quickly and work with vendors and various platforms used in the RIA space.
• Bachelor’s Degree required

At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us.

We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.