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Transition Jobs in Oregon (NOW HIRING)

Robert W Baird & Co

OR · On-site

As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible ...

AditiStaffing

Transition Manager

Beaverton, OR

Transition Management: Drive TM principles and methodology across medium to large regional or global initiatives Training and Awareness Building: Lead and develop training materials to support Change ...

Sawdey Solution Services

Transition Director

The Transition Director will hold overall accountability for the delivery of the contract transition, from contract execution through commencement of services, and through completion and acceptance ...

AditiStaffing

Transition Manager

Beaverton, OR

Transition Manager Location: Beaverton, OR Type: 12+ months Contract Focused on : change management Assist with managing global change initiatives that support projects driving process, people, and ...

Go Energistics

$68K - $81K/yr

About GoE Fast-growing healthcare company is seeking a Clinical Transition Planner. Go Energistics, LLC. (GoE) is a Texas HUB certified and service-disabled veteran owned small business. We are a ...

Equitable

OR · On-site

$70K - $80K/yr

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 ...

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All JobsTransition JobsTransition Jobs in Oregon

Transition information

See Oregon salary details

$35.4K

$79K

$130.6K

How much do transition jobs pay per year?

As of Jun 9, 2026, the average yearly pay for transition in Oregon is $78,980.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,800.00 and $89,900.00 per year, depending on experience, location, and employer.

What is the difference between Transition vs Customer Service Representative?

AspectTransitionCustomer Service Representative
Required credentialsHigh school diploma or equivalent; training in specific industriesHigh school diploma or equivalent; customer service training often provided
Work environmentVaries by industry; often includes office, retail, or online settingsCall centers, retail stores, or online support platforms
Employer and industry usageUsed across multiple industries for career change or skill transferPrimarily in retail, telecom, finance, and service sectors
Common search and comparison intentPeople exploring career transitions or industry shiftsIndividuals seeking customer service roles or career entry points

Transition roles focus on helping individuals shift careers or industries, often requiring industry-specific training. Customer Service Representatives handle customer inquiries and support, typically with less specialized training. While both roles involve communication skills, their work environments and career paths differ significantly.

How to make $10,000 a month without a degree?

Transition roles in sales, real estate, or skilled trades can offer high earning potential without a degree, often through commissions or performance-based pay. Developing relevant skills, gaining certifications, and building a strong network are essential to reaching a $10,000 monthly income in these fields.

What are the key skills and qualifications needed to thrive as a Transition Manager, and why are they important?

To thrive as a Transition Manager, you need expertise in project management, process improvement, and change management, typically supported by a relevant degree and certifications such as PMP or ITIL. Familiarity with project management tools (like MS Project or Jira), transition frameworks, and documentation systems is crucial. Strong communication, problem-solving abilities, and stakeholder management skills help you navigate complex organizational changes smoothly. These skills are essential to ensure seamless transitions, minimize risks, and achieve strategic business objectives.

What are Transition jobs?

Transition jobs refer to roles or positions designed to help individuals move from one phase of employment or life to another, such as from school to work, between careers, or reentering the workforce. These jobs often provide support, training, and resources to ease this change and can be temporary or stepping stones toward a long-term career. Transition jobs are commonly used by recent graduates, individuals returning from a career break, or those changing industries to gain relevant experience and skills.

What are some common challenges faced by Transition Managers, and how can they be effectively addressed?

Transition Managers often navigate complex projects involving organizational change, such as mergers, technology upgrades, or process transformations. Common challenges include managing stakeholder expectations, aligning cross-functional teams, and minimizing disruptions to daily operations. Effective communication, thorough planning, and proactive risk management are essential to overcome these hurdles. Building strong relationships with key stakeholders and maintaining flexibility to adjust plans as needed can also greatly contribute to a successful transition.
What are the most commonly searched types of Transition jobs in Oregon? The most popular types of Transition jobs in Oregon are:
What are popular job titles related to Transition jobs in Oregon? For Transition jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Transition jobs in Oregon look for? The top searched job categories for Transition jobs in Oregon are:
What cities in Oregon are hiring for Transition jobs? Cities in Oregon with the most Transition job openings:
Transition jobs near you

PWM Transition Specialist

Robert W Baird & Co

OR • On-site

Full-time

Posted 17 days ago

Job description

About the Role:

As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. This highly visible, relationship-driven role offers the opportunity to travel extensively to branch locations, work side by side with advisors and their support staff and serve as a trusted guide throughout the transition journey.

From day one of hire through full independence, you will lead seamless, client-focused transitions in both new and existing branch environments. You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird's Private Wealth Management platform. This role is ideal for someone who thrives in a fast-paced, hands-on environment, enjoys problem-solving in real time, and values building strong partnerships across the firm.

The Impact You'll Make:

  • Transition veteran Financial Advisors and their support staff to Baird, from day of hire through full independence in new and existing branch settings
  • Support new branch openings and acquisitions by providing on-site transition expertise
  • Build strong relationships with key partners to enhance collaboration and ensure alignment on transition needs and processes
  • Deliver a seamless client transition experience, including accurate account setup while considering account features, preferences, and managed account requirements
  • Work directly with clients with minimal oversight from the Financial Advisor
  • Apply knowledge of firm products, compliance standards, and processes to clearly explain requirements and policies
  • Ensure adherence to branch procedures and compliance expectations
  • Provide accurate, detailed instructions to Transition Process Coordinators regarding account-opening processes and priorities
  • Partner with Financial Advisors and clients to rebuild and resume normal business operations following transition
  • Serve as back-up support to other teams and branches and contribute to special projects as needed
  • Anticipate, troubleshoot, and proactively resolve issues while on site to meet client and advisor needs
  • Identify process inefficiencies and communicate improvement opportunities to the PWM Branch Integration Manager

What You'll Bring to Baird:

  • Strong focus on delivering excellent client service
  • Ability to travel up to 75% of the time, including occasional weekend travel
  • Active SIE Exam, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain within 18 months of hire (training and resources provided and paid for by Baird)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to quickly learn Baird's Private Wealth Management technology platforms
  • Clear and effective verbal and written communication skills, including email
  • High attention to detail with a strong emphasis on accuracy
  • Strong organizational skills with the ability to prioritize team workflows and meet deadlines
  • Solid analytical and critical problem-solving skills
  • High School Diploma required with Bachelor's degree preferred

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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