Onboarding and Transitions Manager

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL:
Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

Do Business
:
Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life
:
We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

As an Onboarding and Transitions Manager at Triad Wealth Partners, LLC (“Triad Wealth”), you will lead the onboarding and asset transition process for financial advisors joining the Triad platform. This role is responsible for managing each transition project end-to-end, ensuring assets, accounts, and operational workflows are successfully migrated so Triad can serve as the advisor’s back office for billing, investments, trading, and reporting.

You will act as the central point of coordination across advisor firms, internal teams, and external partners, keeping transitions on track, proactively identifying risks, and clearly communicating progress when timelines shift. This role is ideal for someone who thrives in a project-driven environment, enjoys working cross-functionally, and takes pride in delivering a smooth, confidence-building onboarding experience.

• Serve as the primary point of contact for advisor firms throughout the onboarding and asset transition process.
• Own and manage multiple transition projects simultaneously, from kickoff through completion.
• Develop and maintain detailed transition plans, timelines, milestones, and task tracking.
• Ensure timely and accurate movement of assets, accounts, and data to enable Triad to assume responsibility for billing, trading, investment management, and reporting.

• Coordinate closely with internal teams including operations, trading, compliance, technology, reporting, and relationship management.
• Partner with custodians and third-party vendors to support account setup, ACATs, data feeds, and platform integrations.
• Track dependencies, risks, and potential delays, escalating issues when timelines or deliverables are at risk.
• Provide regular status updates to internal stakeholders and leadership, including clear reporting when transitions fall behind schedule.
• Set clear expectations with…