Wealth Advisor Transitions Specialist

Description

Position Overview :

Concurrent’s Base Camp team is an elite, bicoastal team of talented and driven professionals who work together to achieve common goals. As the face of the firm, our department is in the business of making great first impressions that lead to lasting relationships. In your role as a Wealth Advisor Transitions Specialist, you will collaborate with your team to provide all the support and training an advisor needs to move their book of business to Concurrent. Answering any questions that arise, you will act as a liaison between the advisor’s office and other internal departments. We pride ourselves on providing indispensable customer service to all our advisor offices, doing whatever it takes to answer questions, resolve problems, and maintain great relationships.

We are seeking a highly motivated and detail-oriented Wealth Advisor Transitions Specialist to join our team. This role is critical in ensuring a seamless onboarding experience for new clients and efficient implementation of new processes and technologies within the firm. The ideal candidate will possess strong project management skills, a deep understanding of financial services, and the ability to communicate effectively with clients and internal teams.

Key Responsibilities

Client Onboarding :

• Coordinate and manage the conversion of new clients, ensuring a smooth and efficient onboarding process.
• Serving as the relationship manager, main point of contact, and escalation point for new advisors moving to Concurrent
• Gather and verify all necessary client information and documentation.
• Establish new accounts and ensure accurate setup within the firm's systems.
• Provide ongoing support to clients during the conversion phase, addressing any concerns or questions.
• Answering and fielding questions on a variety of financial topics—including operations, branding, compliance, and wealth management—as well as developing a strong knowledge base of other financial firms

Implementation :

Project Management :

Compliance and Documentation :

Data Management and Integrity :

Qualifications

Preferred Skills

Location / Schedule

Job Type

Benefits

Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 145 advisors in 84 offices with $13 billion in assets under management (AUM) and more than $15 billion under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product