Visionary Square is seeking a Transition Support Analyst in Charlotte, North Carolina. This role supports the Director of Transitions and plays an important part in delivering a smooth, well-organized onboarding experience for new team members and advisors joining existing advisor groups.
Key Responsibilities Include:
- Support the Director of Transitions with day-to-day onboarding and transition activities
- Coordinate onboarding for both registered and non-registered personnel
- Serve as a primary point of contact for candidates, hiring advisors, custodians, and internal teams throughout the onboarding process
- Prepare, send, and track onboarding paperwork, registration documents, intake forms, and electronic signatures
- Monitor onboarding timelines, identify issues, and escalate questions as needed
- Assist with repapering and transition support for firms partnering with Visionary Square
Why You’ll Love This Role:
- Exposure to multiple areas of the business including operations, compliance, and advisor support
- Hands-on responsibility with clear ownership and impact from day one
- Opportunity to build strong organizational and process-management skills
- Work closely with experienced leaders in a collaborative, team-oriented environment
- Gain experience in a fast-growing firm supporting independent financial advisors
Preferred Qualifications
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Strong organizational and time-management skills with the ability to manage multiple tasks and priorities
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Excellent written and verbal communication skills
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High attention to detail and ability to identify missing or incomplete information
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Comfortable learning and using new technologies and systems
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Professional demeanor and ability to interact effectively with advisors, candidates, and internal teams
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Prior experience in financial services, onboarding, operations, or compliance (preferred, not required)