The Transition Partner is responsible for the direct contact and communication with high-value prospects and newly affiliated high-value advisors, transitioning their practice to Cetera Wealth Services/NFS. This person is the quarterback who oversees all aspects of the transition, delivering an unparalleled, white glove experience. This position is hybrid and will require being in the office 2-3 days a week. 

 
Core Responsibilities:
• Establish and maintain meaningful working relationships with financial advisors and their staff. 
• Customize transition plans based on advisor, staff, office operations, culture. 
• Drive pull-through of assets to convert onto the CWS/NFS platform that align with business objectives, subject to change on a quarterly basis.
• Efficiently manage multiple projects at various stages. 
• Develop weekly progress reporting personalized to individual advisor effectiveness. 
• Product mapping including quality replacem...