Oracle
The Private Wealth, Transition Operations Specialist supports the Transition Manager in executing the onboarding process for Private Wealth Advisors and their teams. This role manages the detailed end-to-end transition of new colleagues and their books of business, ensuring speed, accuracy, and high attention to detail. The individual serves as a white-glove, concierge-style resource for incoming advisors, delivering a positive and seamless onboarding experience while partnering with key stakeholders across the organization.
Oracle Corporation is a multinational technology company that builds enterprise software, cloud infrastructure, and engineered systems for large organizations. Best known for the Oracle Database, the company also offers a broad portfolio of enterprise applications (ERP, HCM, CX), analytics, middleware, Java, and hardware, plus Oracle Cloud Infrastructure (OCI) with SaaS, PaaS, and IaaS services. Oracle supports customers through consulting, managed services, and global technical support to migrate and modernize mission‑critical systems. Enterprises choose Oracle for its integrated stack, scalable performance, and enterprise‑grade security and reliability.
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 Oracle.
Private Wealth, Transition Operations Specialist
HCGN
Private Wealth, Transition Operations Specialist
oraclecloudinfrastructure
Private Wealth, Transition Operations Specialist
HCGN
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