Focus Financial Partners
St. Louis, MO, USA
Position Summary Focus Partners Wealth is seeking a Transition Manager to join our team! The Transition Manager is responsible for managing the Advisor Onboarding experience, workflow, and all aspects of an Advisor’s transition to Focus Partners Advisor Solutions (“FPAS”). The position oversees the Advisor Onboarding & Transitions process and helps coordinate business transitions for investment advisors moving their clients to FPAS or changing RIA/Broker-Dealers and maintain standardized onboarding experience through advisor training and guidance internally/externally. The role requires a close partnership with senior leaders across the organization and collaboration with cross-functional managers. The Transition Manager position requires organizational skills, understanding of our service offerings, attention to detail, and excellent follow-up and follow-through. The Transition Manager works with the Managing Director, Onboarding & Integration, Integration Advisor(s),...

