Manager, Internal Advisor Transitions Team | St. Petersburg, FL

Job Description Summary

Job Description

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in our St. Petersburg, FL Corporate Office.

This strategic leadership role oversees a high-performing team of Transition Consultants & Support Specialists who facilitate seamless, complex transitions for financial advisors moving between divisions within our firm. The Manager ensures a smooth, efficient, and personalized transition experience by driving cross-functional collaboration, maintaining strong advisor relationships, and executing with precision under tight deadlines. The ideal candidate brings extensive management experience, deep industry knowledge, and a passion for delivering exceptional service. Strong communication skills, a consultative mindset, and the ability to lead through change are essential.

Responsibilities:

• Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).

• Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.

• Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.

• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

• Manage day-to-day service operations, developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues.

• Develop medium- or long-term work schedules that enable the organization to achieve its business goals. Involves coordinating across multiple teams.

• Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program. Involves working with guidance from senior colleagues.

• Develop procedures and interpret and apply policy for area of expertise to achieve specified outputs, or advise the wider business on application of policy, then monitor implementation of those procedures within the organization.

• Recommend changes to policies, processes, standards, and practices that would improve operational support.

• Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.

• Develop and/or deliver a contingency plan for significant aspects of the risk management and/or risk control processes.

• Develop and/or deliver budget plans with guidance from senior colleagues.

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.

• Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.

Skills:

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing appropriate plans or performing necessary actions based on recommendations and requirements.

• Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives.

• Works independently and provides guidance and training to others wh