Advisor Transition Manager (HYBRID OR REMOTE)

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.

Our Advisor Transition Manager plays a pivotal role in delivering seamless, high-touch onboarding experience for financial advisors joining Equitable Advisors. Acting as a trusted partner and subject matter expert, this individual leads advisors through every step of their transition—ensuring confidence, clarity, and momentum from day one.

This role blends relationship management, strategic planning, and operational execution, requiring someone who thrives in a fast-paced, collaborative environment while managing multiple priorities with precision.

What You’ll Be Doing

**Advisor Support & Transition Strategy: **

• Serve as the primary point of contact and trusted advisor throughout the transition journey.
• Build strong relationships and develop customized transition strategies aligned with each advisor’s goals.
• Guide advisors through the repapering process, ensuring a smooth transfer of their book of business.

Project Coordination & Management:

• Own and manage the end-to-end transition process, including product mapping, asset movement, and account transfers.
• Coordinate complex project timelines, ensuring milestones are met and stakeholders are informed.
• Maintain and track detailed onboarding plans, providing consistent progress updates and visibility.

**Training & Support: **

• Deliver training to advisors and branch teams on tools such as Clientworks, enabling operational readiness.
• Equip local staff to act as effective transition partners, strengthening the onboarding experience.
• Provide hands-on, in-person support during early transition phases, including travel as needed.

**Data Integrity & Reporting: **

• Partner with the Business Transfer team to ensure accurate client data collection and asset mapping.
• Track and report on anticipated versus actual asset transfers, maintaining clear visibility into outcomes.
• Set and manage transition timelines and expectations, driving accountability and successful delivery.

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is $70,000 - $80,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program