Transition Manager – Experienced Hire Integration Team (HYBRID OR REMOTE) ( 2600008G )
**Primary Location** : UNITED STATES-Remote
**Other Locations** : UNITED STATES-NC-Charlotte
**Organization** : Equitable
**Schedule** : Full-time
**About the Role**
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
The Transition Manager plays a critical role in supporting the successful transition of a financial advisor into Equitable Advisors, which includes collaborating closely with the Business Transfer team and other stakeholders. This position requires strong communication skills, attention to detail, and the ability to manage multiple projects simultaneously while maintaining positive relationships with clients and advisors.
**What You’ll Be Doing**
**Advisor Support & Transition Strategy:**
+ Serve as the subject matter expert and primary point of contact for advisors...