Transitions Project Lead at Richardson Wealth

Drive the strategy of the Transitions Project with Richardson Wealth. This one-year contract role emphasizes collaboration, strategy execution, and exceptional advisor support.
As a Transitions Project Lead, you will oversee the project's end-to-end execution while acting as the primary contact for advisors. Your expertise in wealth operations will be crucial to ensuring a seamless transition process, operationalizing workflows, and driving stakeholder alignment.
Key Responsibilities:
• Lead execution of the transition program with cross-functional teams
• Operationalize processes for compliant and efficient transitions
• Engage with leadership for alignment on iAWIS strategy
• Support advisors through documentation and approval processes
• Address advisor inquiries promptly to enhance transition experience
Requirements:
• Relevant experience in insurance or wealth operations
• Strong communication and interpersonal skills
• Passion for financial servic...