Remote Transitions Manager for Wealth Advisors

personal financial advisors

healthcare social workers

tax preparers

jobot

other financial investment activities special food services

Remote

March 26th, 2026

A rapidly growing firm in Matthews, NC seeks a Transitions Manager to facilitate the transition of Financial Advisors to their own RIAs. The role involves managing complex transition plans, collaborating with stakeholders, and ensuring client satisfaction. Ideal candidates will have strong project management experience in financial services. This is a remote position with significant travel required. Competitive salary and benefits are offered, including comprehensive health insurance and bonus opportunities.#J-18808-Ljbffr

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