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Transition Manager at Focus Partners Wealth - ApplyBlast

Transition Manager

Focus Partners Wealth

7 months ago

4.0 on Glassdoor

St. Louis, MO

Hybrid

Full Time

Medior

0 applicants

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About this role

Focus Partners Wealth is seeking a Transition Manager responsible for managing the advisor onboarding experience, workflow, and business transitions, supporting advisor relationships, and collaborating with senior leadership to ensure an efficient onboarding process.

Skills

Qualifications

Bachelor’s degree in business or equivalentSecurities license preferred5+ years of experience in financial services industry3+ years of relationship management/advisor services experience

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.