Manage advisor transitions by planning and executing readiness across a concurrent portfolio. Ensure smooth account transfers, address issues, provide training, and coordinate services to enhance advisor satisfaction throughout the transition process.

Join a team that's committed to enhancing advisor success on a large scale, driving retention and growth across a $55 billion platform. Lead a multi-layered organization to transform service quality into measurable outcomes for over 1,100 advisors.

Transform your career by leading advisor growth and transitions for a multi-billion dollar wealth platform. With a focus on building a strong recruitment team, you'll drive national growth and oversee the seamless onboarding of new advisors.

Lead the charge in optimizing advisor success through innovative strategies, ensuring growth, retention, and a superior experience for a vast network of advisors while driving measurable results and system enhancements.

Drive the strategic growth of advisor recruitment and transitions, overseeing a robust business development team for a major wealth platform focused on optimizing recruiting performance and achieving ambitious client asset targets.