Transitions Project Lead at Richardson Wealth

Drive strategic excellence as the Transitions Project Lead at Richardson Wealth. This one-year contract role demands cross-functional collaboration and a strong advisor support framework.
In this vital position, you will oversee the all-encompassing execution of the Transitions Project. Your responsibilities will involve operationalizing processes while championing the iAWIS strategy and driving engagement among stakeholders. Your previous experience in wealth operations will be crucial as you support advisors effectively and timely.
Key Responsibilities:
• Lead the execution of the transition program across teams
• Operationalize workflows for seamless transition delivery
• Guide advisors through documentation requirements
• Facilitate approvals within APEXA and ensure compliance
• Respond to advisor inquiries for a positive experience
Requirements:
• Experience in insurance or wealth operations
• Excellent communication and interpersonal skills
• Pass...