Family Partner joining Children's After School Program supporting youth with therapeutic needs. Responsibilities include supervision, documentation, and support for families in their communities.
About the role
- Transition Partner overseeing high-value advisor transitions at Cetera Wealth Services. Establishing relationships and managing complex project phases for a seamless transition experience.
Responsibilities
- Establish and maintain meaningful working relationships with financial advisors and their staff.
- Customize transition plans based on advisor, staff, office operations, culture.
- Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis.
- Efficiently manage multiple projects at various stages.
- Develop weekly progress reporting personalized to individual advisor effectiveness.
- Product mapping including quality replacements for non-transferable assets.
- Resolve escalated issues and ensure operational procedures are properly maintained and followed.
- Able to work independently and as part of a team on moderately complex and complex issues and projects.
Requirements
- BA or BS in Business or related field.
- FINRA securities licenses 7 & 63 preferred.
- 5+ years of experience in sales and operational roles with demonstrated success in achieving goals.
- Project and/or relationship management experience preferred.
- Ability to articulate feedback in a way that others can comprehend.
- Experience partnering with leadership on various campaigns.
- Exceptional presentation skills and demonstrated leadership characteristics.
- Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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