Advisor Transition Manager (HYBRID OR REMOTE) ( 2600008G )
**Primary Location** : UNITED STATES-Remote
**Other Locations** : UNITED STATES-NC-Charlotte
**Organization** : Equitable
**Schedule** : Full-time
**About the Role**
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
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 matter expert, this individual leads advisors through every step of their transition—ensuring confidence, clarity, and momentum from day one.
This role blends relationship management, strategic planning, and operational execution, requiring someone who thrives in a fast-paced, collaborative environment while managing multiple priorities with precision.
**What You’ll Be Doing**
**Advisor Support & ...