St. James’s Place
The Partner Transition Consultant will support the Partnership Support team in managing partner exits, suspensions, and client reallocations, coordinating complex cases from assessment to completion while ensuring regulatory compliance and positive client outcomes. The role involves data analysis, stakeholder collaboration, and continuous improvement of transition processes within a regulated financial services environment.
Wealth management, financial planning and investment advice tailored to you. Helping individuals and families grow and protect their wealth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for St. James’s Place.
St. James’s Place didn’t post a salary, so this is our estimate from similar listings.
39% below the average for this role
Senior Consultant - Transition - Insurance - REF110367M
WNS Global Services
Transition Support Partner
LPL Financial
National Consultant to Support the Development of Transition Plan
UNFPA
Service Transition Consultant
Capital One
Transition Support Partner
LPL Financial
National Consultant to Support the Development of Transition Plan
UN Women