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 services and...