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The Advisor Transition Coordinator is responsible for leading and coordinating all aspects of financial advisor transitions to the firm. This role serves as the primary point of contact for incoming advisors and their teams, ensuring a seamless, efficient, and positive onboarding experience. The Advisor Transition Coordinator works cross-functionally with operations, compliance, technology, and marketing teams to manage timelines, mitigate risk, and deliver an exceptional advisor experience.

What you are good at: 

 

• Expert in managing complex advisor transitions from start to finish — ensuring seamless onboarding, regulatory compliance, and minimal business disruption.
• Skilled relationship builder who delivers a white-glove experience by fostering trust, clear communication, and collaboration across advisors and internal teams.
• Process-driven problem solver with a focus on efficiency, accuracy, and continuous improvement in transition workflows and advisor satisfaction.
  

Responsibilities:

Transition Planning & Execution

• Develop and manage comprehensive transition plans tailored to each advisor or team.
• Coordinate and lead transition kickoff meetings to align expectations and deliverables.
• Serve as the central liaison between the incoming advisor, internal departments, and external custodians.
• Track progress against key milestones and proactively address potential issues or delays.
• Maintain accurate documentation and reporting of transition activities.

Advisor Experience

• Provide white-glove service and clear communication throughout the transition process.
• Identify opportunities to improve the transition experience and advisor satisfaction.
• Partner with business development and relationship management teams to ensure a smooth handoff post-transition.

Cross-Functional Collaboration

• Work closely with Operations, Compliance, Technology, HR, and Marketing teams to coordinate transition deliverables.
• Communicate transition updates to internal stakeholders and leadership.
• Contribute to process improvement initiatives to streamline onboarding workflows.

 

Requirements and Qualifications 

• 2+ years of experience in project management, onboarding, or transitions within the financial services industry.
• Strong organizational, analytical, and problem-solving skills with a keen attention to detail
• Exceptional communication and relationship management abilities.
• Proven ability to manage multiple complex projects and deadlines in a fast-paced environment.
• Ability to work late with short notice to complete assigned tasks.
• Proficiency with MS Office
• Bachelor’s degree preferred

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.