Take charge as the Lead for iAWIS Transition at Richardson Wealth. This role focuses on guiding the transition process in a one-year contract setting with an emphasis on advisor support.

You will be the primary driver of strategy, executing the Transitions Project while coordinating with various teams. Your experience in financial operations will support advisors throughout the transition phase, ensuring a smooth process from initiation to completion. Strong communication skills will enhance your interactions with both advisors and stakeholders.

Key Responsibilities: • Lead comprehensive execution of transition plans • Ensure processes are efficient and compliant • Provide guidance for advisors on documentation • Expedite APEXA approvals and transfers • Respond effectively to advisor inquiries

Requirements: • Proven background in wealth or insurance operations • Excellent communication and negotiation skills • Genuine passion for the financial sector • Strong...