Transition Consultant

Description

Job Summary

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to facilitate the creation and implementation of systems needed to provide new offices, satellite offices and financial advisors (FAs) with a successful transition to the bank and are associates. Fosters and collaborates in the development of relationships with new offices and FAs. Identifies, researches and works with home office associates to resolve problems associated with transitions. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions.

Essential Duties And Responsibilities

• Understands and educates new branch personnel on the policies and procedures relating to operations, compliance, marketing, technology, investment products and general business issues.
• Ensures all operational features of the office establishment are arranged and coordinated prior to start date.
• Provides consultative educational orientations to all new FAs, offices and their associates on policies and procedures via on-site or telephone meetings.
• Supports branches with general questions on all aspects of their business during their transition to the bank.
• Acts as a liaison and ensures follow up and completion of all transition responsibilities for new FAs and new offices with our home office departments to resolve problems.
• Assists with new FA and branch paperwork, including but not limited to, opening accounts, transferring accounts, setting up files and following up to determine incomplete information.
• Collaborates in development of new educational ideas and systems.
• Acts as a liaison to Business Development, Private Client Group Education and Sales Management.
• Acts as the primary point of contact while team members are away from office.
• Performs other duties and responsibilities as assigned.
  
  
  

Knowledge of

• Basic office practices, procedures and methods.
• Account types, the transfer process, and industry operations in general.
• Back office systems.
  
  
  

Skill in

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets.
• Detail orientation to ensure quality standards are met without impairing workflow.
• Follow-up to ensure resolution and completion of tasks.
  
  
  

Ability to

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Use effective oral and written communication skills sufficient enough to interact effectively with and guide financial advisors and their staff on various operational issues.
• Execute instructions and request clarification when necessary.
• Constructively work under stress and pressure when faced with high workloads and deadlines.
• Provide a high level of customer service in a calm, courteous and professional manner.
• Work independently as well as collaboratively within a team environment.
• Establish and maintain effective working relationships at all levels of the organization.
• Learn new software and proprietary systems as needed.
  
  
  

Additional Skills & Qualifications

• Series 63, 66, 10 licenses preferred
• Prior experience supporting Financial Advisor onboarding or transition activities preferred
  
  
  

Job Type & Location

This is a Contract position based out of Saint Petersburg, FL.

Pay And Benefits

The pay range for this position is $40.87 - $43.27/hr.

Eligibility requirements apply to some benefits and may depend on your job

classification and length of employment. Benefits are subject to change and may be

subject to specific elections, plan, or program terms. If eligible, the benefits

Available For This Temporary Role May Include The Following

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
  
  
  

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Nov 24, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems And TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.