Private Wealth, Transition Operations Specialist

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 position 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.