Project Manager - Financial Advisor Transitions

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Job Overview

We are seeking a dynamic and results-driven Project Manager to join our Transitions & Integrations Department. When advisors join YTS Wealth Management, they are not simply moving their practice, they are entrusting us with their legacy. As a Project Manager within the Transitions team, you will play a critical role in shaping their first impression of our firm.

In this role, you will serve as the lead coordinator of the transition process, providing white-glove, concierge-level support to ensure a seamless and high-touch experience for both advisors and their clients. You will guide advisors through the operational migration process, managing timelines, coordinating across departments, and ensuring each transition is executed with precision, care, and professionalism.

Key Responsibilities

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