Traveling Transitions Associate

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Transitions Associate / up to 75% travel / Wealth Management

Salary: $75,000 - $90,000 per year

Hosted by:
Katrina Mc Fillin

We are disrupting the wealth management industry. We believe in supporting truly independent advisors to help them serve their clients and ultimately grow their business and enterprise value.

We offer investment platforms, operations and transition support, and practice management resources.

We are a fast growing, tech‑enabled, wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.

We are in our growth phase centered on a multi‑year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling.

We offer premium health, dental, and vision insurance. Unlimited PTO, paid paternity leave, 401(k) match, and generous bonus structure.

This is an opportunity to get your foot in the door, learn the business, and then transition into a new position within the organization if you are interested.

• You will be a critical member of the transitions team supporting Transition Managers during advisor onboarding and transitions.
• You will be the boots on the group for the first 4‑6 weeks of a launch/transition providing assistance to advisors and ensuring seamless onboarding and resolution of issues as they arise.
• You will be trusted by the advisors to support this transition during high‑stakes moments.
• When you are not traveling you will have the opportunity to work on projects to ensure the team is working efficiently and effectively.

• Detail oriented, analytical, and possess strong problem‑solving abilities.
• Strong EQ and ability to connect with others.

St. Pete, FL with up to 75% travel.

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