Transitions Coordinator

All Jobs  >  Transitions Coordinator Apply Transitions Coordinator St Petersburg, FL Apply Description  JOB OVERVIEW:The Transitions Coordinator is responsible for overseeing the transition of new processes, services, and business units within an organization. This role involves collaborating with cross-functional teams to ensure successful onboarding and integration of new initiatives. The Transition Coordinator will help with project planning, resource allocation, and stakeholder management to deliver seamless transitions and achieve desired business outcomes.RESPONSIBILITIES:Quickly become immersed in the Dynasty culture and get a full understanding of the RIA industry and the competitive landscapeServe 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 responsibilitiesCoordinate Advisor and Resource Partner conference calls and meetings; participate in calls and meetings as appropriateEstablish metrics, key performance indicators (KPIs), and reporting mechanisms to monitor the progress and success of transition projects. Analyze data and provide regular reports to management, highlighting achievements, challenges, and improvement opportunities.Identify opportunities for process improvements, standardization, and automation in transition management. Drive initiatives to enhance efficiency, effectiveness, and scalability of transition processes and methodologies.Identify issues and opportunities and resolve or escalate as necessaryManage calendars and travel schedulesBuild relationships with Advisors in the Dynasty Network as well as their ongoing support personnelDevelop relationships with key partners and understand the working relationships between Dynasty, the Advisors and Resource PartnersParticipate in all aspects of advisor transition and onboarding Requirements  QUALIFICATIONSBachelor’s Degree in Business Administration, Project Management, or related field.Strong communication skills (both oral and written) and interpersonal skills.Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines.Detail oriented and thorough in completing projects/tasks.Excellent interpersonal, written and verbal skills requiredExcellent organizational, time management and follow-up skills neededMust 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 essentialA demonstrated commitment to both partnership and teamwork, and initiative to proactively address all issues as they ariseOrientation to technology with ability to learn quickly and work with vendors and various platforms used in the RIA space.Must be able to partner, collaborate and work in a team environment.Travel Expectations:Up to 50% travel is required. Some onboarding projects may require consecutive weeks onsite, with commitments of 4-6 weeks at the same location for larger engagements. Occasional weekend work will also be required.BENEFITSHealth InsuranceDental insuranceVision insuranceRetirement plan 401(k)401(k) matchingPaid Time OffFSA/HSA benefits plansDisability benefitsVoluntary Life InsuranceBasic Life InsuranceEQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law. Apply View All Jobs