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The Manager, Advisor Succession and Acquisition, plays a pivotal role in developing and executing our comprehensive advisor succession and acquisition strategy within the organization’s advisor ecosystem. This role is essential in managing transitions related to succession, acquisition, and continuity; death and disability, ensuring exceptional experiences for both advisors and clients. Responsibilities include providing direct consultation to leading financial advisors, building close partnerships with key organizational leaders within Advisor Practice Solutions, Distribution teams, and other internal partners. This Manager will lead a team of dedicated consultants, assess and adapt program processes, tools, and education to align with the organization’s strategic goals. This role will also balance strategic planning with hands-on program execution and drive the successful implementation of transition initiatives across the organization.
DUTIES & RESPONSIBILITIES:
· Provide leaders ...