Advisor Experience Manager

Advisor Onboarding:

• Serve as the dedicated point of contact for assigned advisors throughout their transition.
• Collaborate with Sales and Transition Pods to understand advisor motivations and goals.
• Conduct transition closure debriefs and gather advisor feedback to drive continuous improvement.

Transition Management:

• Create comprehensive Advisor Profiles and practice blueprints.
• Coordinate seamlessly with Transition Pods to ensure each launch milestone is met on time.
• Conduct pre-Day-One readiness audits for all assigned advisors.

Problem Solving & Support:

• Own escalation resolution for all transition-related issues across departments.
• Deliver personalized, concierge-level service to advisors.
• Proactively anticipate needs and remove obstacles.