Firm Transition Specialist

Are you someone who is collaborative with a strong track record of building effective relationships and fostering teamwork across dispersed and diverse groups? This role serves as a key liaison between field leadership, internal departments, and external partners to deliver seamless transitions and support strategic growth. The right colleague will join our team to help achieve the Journey to 30 vision of Guardian.

They will navigate and cultivate relationships with new and existing firms and ensure operational continuity, system readiness, and stakeholder alignment across Guardian’s network.

• Skilled in clear, proactive communication and stakeholder engagement to support seamless firm lifecycle events and operational growth.
• A self-starter that can manage competing and unpredictable priorities in a fast‑paced dynamic environment and demonstrates sound judgement in recognizing when escalation is necessary.
• A team player who can collaborate effectively in a dispersed team setting to engage others to accomplish meaningful work.

As a key member of our team, this role will lead organizational and operational efforts for all varieties of transitions. The Firm Transitions Specialist is responsible for managing and executing firm lifecycle events including term mergers, new firm onboarding, leadership changeovers, and corporate real estate (CRE) transitions. Key components of the work you will drive include:

• Lead and coordinate Term Mergers of firms, including planning, execution, and post‑transition support.
• Facilitate onboarding for New PD, PO and CDM firms, including checklist reviews, system setup, and mentoring assignments.
• Oversee CRE projects related to office openings, closures, relocations, and satellite site setup.
• Partner with other Practice Development resources as needed to help define deliverables, drive execution, and measure results.
• Regularly assess and optimize procedures to improve the firm transition process by identifying gaps and recommending improvements to enhance efficiency and reduce risk.
• Act as an integral member of the team, offering support and backup to other functions as required.

• 8+ years of experience in financial services, including deep familiarity with Career Agency Distribution systems and operations of firms.
• Strong project management and organizational skills.
• Experience with operational readiness planning and agency onboarding.
• Understanding of compliance and supervisory structures within financial services.
• Comfort with data tracking, reporting, and process optimization.

• Up to 25% travel within US.

$68,970.00 - $

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill‑building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

As part of Guardian’s Purpose – to inspire well‑being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at  Benefits apply to full‑time eligible employees. Interns are not eligible for most Company benefits.

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services,…