New

Transition Consultant

TEKsystems
$36.05 - $40.86 / hr
life insurance, sick time, 401(k), retirement plan
United States, Texas, Dallas
Apr 18, 2025
We are searching for a Transitions Consultant for a wealth management client. This role involves using specialized knowledge and skills to facilitate the creation and implementation of systems needed for new offices, satellite offices, and financial advisors (FAs) to successfully transition to the client. The consultant fosters relationships with new offices and FAs, identifies and resolves transition-related problems, and makes moderately complex decisions with some evaluation and ingenuity. Job Duties: * Educate new branch personnel on policies and procedures related to operations, compliance, marketing, technology, investment products, and general business issues. * Coordinate all operational features of office establishment prior to the start date. * Provide consultative educational orientations to new FAs, offices, and their associates via on-site or telephone meetings. * Support branches with general questions during their transition. * Act as a liaison and ensure follow-up and completion of all transition responsibilities with home office departments. * Assist with new FA and branch paperwork, including opening accounts, transferring accounts, setting up files, and following up on incomplete information. * Collaborate in the development of new educational ideas and systems. * Act as a liaison to Business Development, Private Client Group Education, and Sales Management. * Serve as the primary point of contact when team members are away from the office. * Perform other duties and responsibilities as assigned. Qualifications: * Series 7 is required. * Series 63, 66 is required within 120 days (dependent on state law). * 1-3 years of financial services/wealth management experience is required. * Knowledge of basic office practices, procedures, and methods; account types, transfer processes, and industry operations; back office systems in wealth management. * Skills in organizational and time management, operating standard office equipment, using required software applications, detail orientation, and follow-up. * Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment; * Use effective oral and written communication skills. * Execute instructions and request clarification when necessary; * Work under stress and pressure; provide high-level customer service. * Work independently and collaboratively; establish and maintain effective working relationships; learn new software and proprietary systems. Pay and Benefits The pay range for this position is $36.05 - $40.86/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in Dallas,TX. Application Deadline This position is anticipated to close on Apr 24, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.