Cnect

Transitions Partner

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • 🇺🇸 United States

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Salary

💰 $56,000 - $100,000 per year

Job Level

Mid-LevelSenior

Tech Stack

NFS

About the role

  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementrelationship managementsalesoperational proceduresprogress reportingproduct mappingasset conversionfinancial advising
Soft skills
communicationleadershippresentation skillsproblem-solvingindependenceteam collaborationresults-orientedproactiveorganizational skills
Certifications
FINRA securities license 7FINRA securities license 63