Lead advisor transitions by managing portfolios from start to finish. Execute day-one readiness, oversee account transfers, resolve issues, and train advisors for success, ensuring a seamless onboarding experience during a critical time.

Optimize the advisor transition process to enhance efficiency and advisor experience. Lead a 17-person team responsible for seamless onboarding, ensuring advisor readiness and adoption of services while managing vendor capacity and continuous improvement.

Accelerate progress at our organization by driving growth and retention for a portfolio of 250 advisors. Leverage practice development expertise and value-add services to enhance client assets and improve overall advisor satisfaction.

Unlock potential by driving advisor adoption of technology across platforms, providing hands-on coaching, leading demonstrations, and ensuring seamless transitions to elevate performance in a wealth management setting.

Join a team that's dedicated to streamlining advisor transitions, overseeing a 17-person organization to ensure successful onboarding and asset ramp-up, optimizing the advisor experience, and implementing best practices for operational excellence.