.

.

.

.

.

.

.

Equitable is a financial services company focused on providing life insurance, retirement, and investment solutions designed to help clients achieve financial well-being and security. At Equitable, your interests and goals are just as important to us as they are to you. Join an organization where you have access to support, resources, and training to help you succeed.

Join Our Talent Community

Advisor Transition Manager (HYBRID OR REMOTE)

Apply

Sign up to receive career updates before completing the application

Note: You will complete the application on the next page

×

Skip & Continue

Job Number: 10078

Job Number: 2600008G

External Description: 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 & Transition Strategy:

  • Serve as the primary point of contact and trusted advisor throughout the transition journey.
  • Build strong relationships and develop customized transition strategies aligned with each advisor's goals.
  • Guide advisors through the repapering process, ensuring a smooth transfer of their book of business.

Project Coordination & Management:
  • Own and manage the end-to-end transition process, including product mapping, asset movement, and account transfers.
  • Coordinate complex project timelines, ensuring milestones are met and stakeholders are informed.
  • Maintain and track detailed onboarding plans, providing consistent progress updates and visibility.

Training & Support:
  • Deliver training to advisors and branch teams on tools such as Clientworks, enabling operational readiness.
  • Equip local staff to act as effective transition partners, strengthening the onboarding experience.
  • Provide hands-on, in-person support during early transition phases, including travel as needed.

Data Integrity & Reporting:
  • Partner with the Business Transfer team to ensure accurate client data collection and asset mapping.
  • Track and report on anticipated versus actual asset transfers, maintaining clear visibility into outcomes.
  • Set and manage transition timelines and expectations, driving accountability and successful delivery.

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2-3 days on-site per week is expected to foster collaboration and connection.

The base salary range for this position is $70,000 - $80,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
  • 5 years of relevant industry experience, with a strong understanding of advisor operations and transitions.
  • Proven project management and organizational expertise, with the ability to drive initiatives from planning through execution.
  • Exceptional time management skills, able to successfully manage multiple priorities in a fast-paced environment.
  • Strong interpersonal and communication abilities, with a talent for building trust and fostering lasting relationships.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, MS Project).
  • A self-starter mindset, with the ability to work independently and take initiative.
  • Highly detail-oriented and proactive, anticipating needs and resolving challenges before they arise.
  • Willingness to travel to provide in-person support during critical phases of advisor transitions.

Skills

Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

**********

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: Advisor Transition Manager (HYBRID OR REMOTE)

Location_formattedLocationLong: