Transition Manager – Experienced Hire Integration Team

Equitable

Transition Manager supporting financial advisor transitions at Equitable Advisors. Collaborating with Business Transfer team and managing multiple projects while building client relationships.

Posted 5/29/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the subject matter expert and primary point of contact for advisors during their transition.
Build a trusting partnership with advisors, developing tailored strategies to transition their book of business based on individual goals.
Provide repapering support to assist new advisors in transferring their book of business to Equitable Advisors.
Coordinate and prioritize project tasks, managing timelines, and communicating progress to managers and experienced advisors.
Maintain and oversee onboarding project plan trackers, ensuring accurate and timely updates.
Manage the end-to-end transition process for experienced advisor transitions, including product mapping, asset transition planning, and account transfers.
Train and support local branch staff to serve as effective on-site transition partners.
Provide training to experienced advisors and their teams on Clientworks and initiate account pre-population processes.
Offer in-person support during the initial phase of the advisor’s transition, including travel as needed.
Partner with the Business Transfer team to map advisors’ books of business and ensure accurate client data collection.
Maintain accurate reporting of accounts and assets transferred versus anticipated transfers.
Set transition timeline expectations and manage timelines accordingly.

Requirements

What you’ll need

5+ years of relevant industry experience.
Strong project management and organizational skills.
Excellent time management and ability to handle multiple projects simultaneously.
Exceptional interpersonal and communication skills to build trust and maintain positive relationships.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, MS Project).
Self-motivated with the ability to work independently.
Detail-oriented and proactive in addressing advisor needs.
Willingness to travel for in-person support during advisor transitions.

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementaccount transfersasset transition planningproduct mappingrepapering supportClientworksdata collection

Soft Skills

interpersonal skillscommunication skillsorganizational skillstime managementdetail-orientedself-motivatedproactive