Private Wealth - Transition Ops Specialist

Citizens Private Wealth - Transition Ops Specialist YesterdaySaved In-Office or Remote 2 Locations 35-48 Hourly Senior level 35-48 Hourly Senior levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationSupports the Transition Manager in managing end-to-end onboarding and transitions for Private Wealth Advisors, advisor teams, and their books of business. Coordinates stakeholders, gathers documentation, prepares technology and operational readiness, explains policies and requirements, resolves issues, and delivers a high-touch concierge onboarding experience. The role requires strong organization, communication, relationship management, financial industry knowledge, and travel for advisor transitions and onboarding activities.