Associate Transition Manager & Trainer
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Conduct client onboarding, account transitions, and asset transfers using NFS, Fidelity, and IWS systems while managing operational risks and escalations for advisory and brokerage teams. Design, develop, and facilitate instructor-led, virtual, and self-paced training programs for advisors, operations staff, and client service associates. Create training materials, job aids, and process documentation; assess effectiveness through evaluations and feedback to address knowledge gaps. Serve as the primary training resource for Wealthscape functionality, incorporating platform updates into onboarding and continuing education curricula. Coordinate meetings, paperwork, and tasks across departments to ensure seamless transitions between Broker Dealer and RIA platforms.
Required Qualifications
- Bachelor's degree in business or related field
- 3–5 years of experience in wealth management, brokerage operations, financial services training, or a related field
- Strong understanding of account transitions, operational workflows, and financial services processes
- Advanced knowledge of Wealthscape functionality and advisor operations
- Excellent presentation, facilitation, and communication skills
- Strong organizational and project management abilities
- Ability to simplify complex concepts for diverse audiences
- Proficiency with Microsoft Office Suite, Learning Management Systems (LMS), and virtual training tools
- Strong analytical and problem-solving skills
Desired Qualifications
- Experience using Wealthscape or similar wealth management platforms preferred
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