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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Transition Manager - Experienced Hire Integration Team (HYBRID OR REMOTE) - **Company:** Equitable Financial Life Insurance Company - **Location:** United States (Remote available) - **Experience:** Experienced - **Salary:** $70,000.0 - $80,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Project, Microsoft PowerPoint - **Published:** May 30, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=71892cb823d4c324 ## About the Role Do you have experience in Time management?, * 5+ years of relevant industry experience. * Strong project management and organizational skills. * Excellent time management and ability to handle multiple projects simultaneously. * Exceptional interpersonal and communication skills to build trust and maintain positive relationships. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, MS Project). * Self-motivated with the ability to work independently. * Detail-oriented and proactive in addressing advisor needs. * Willingness to travel for in-person support during advisor transitions. Skills Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects. ## Description At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859. The Transition Manager plays a critical role in supporting the successful transition of a financial advisor into Equitable Advisors, which includes collaborating closely with the Business Transfer team and other stakeholders. This position requires strong communication skills, attention to detail, and the ability to manage multiple projects simultaneously while maintaining positive relationships with clients and advisors. What You'll Be Doing Advisor Support & Transition Strategy: * Serve as the subject matter expert and primary point of contact for advisors during their transition * Build a trusting partnership with advisors, developing tailored strategies to transition their book of business based on individual goals * Provide repapering support to assist new advisors in transferring their book of business to Equitable Advisors. Project Coordination & Management: * Coordinate and prioritize project tasks, managing timelines, and communicating progress to managers and experienced advisors. * Maintain and oversee onboarding project plan trackers, ensuring accurate and timely updates. * Manage the end-to-end transition process for experienced advisor transitions, including product mapping, asset transition planning, and account transfers. Training & Support: * Train and support local branch staff to serve as effective on-site transition partners. * Provide training to experienced advisors and their teams on Clientworks and initiate account pre-population processes. * Offer in-person support during the initial phase of the advisor's transition, including travel as needed. Account Management & Reporting: * Partner with the Business Transfer team to map advisors' books of business and ensure accurate client data collection. * Maintain accurate reporting of accounts and assets transferred versus anticipated transfers. * Set transition timeline expectations and manage timelines accordingly. This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2-3 days on-site per week is expected to foster collaboration and connection. ## Related Videos - [The Future of Knowledge Retention: AI-Driven HR Transformation](https://www.wearedevelopers.com/videos/100047-the-future-of-knowledge-retention-ai-driven-hr-transformation) - [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents) - [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com) - [Demografie nutzen um jedem Bewerber das passende Angebot zu machen!](https://www.wearedevelopers.com/videos/836-demografie-nutzen-um-jedem-bewerber-das-passende-angebot-zu-machen) - [From Syntax to Singularity: AI’s Impact on Developer Roles](https://www.wearedevelopers.com/videos/900-from-syntax-to-singularity-ai-s-impact-on-developer-roles) - [Engineering/Manager Pendulum: Generating compound interest on your career](https://www.wearedevelopers.com/videos/100348-engineering-manager-pendulum-generating-compound-interest-on-your-career) ## Related Articles - [From developer to manager – what does it take to become an engineering manager?](https://www.wearedevelopers.com/magazine/42-from-developer-to-manager-what-does-it-take-to-become-an-engineering-manager) - [Tips on mastering remote job interviews](https://www.wearedevelopers.com/magazine/23-tips-on-mastering-remote-job-interviews) - [Best Paying Remote Jobs](https://www.wearedevelopers.com/magazine/255-best-paying-remote-jobs) - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Promotion Interview Questions: How to Answer and Get the Job](https://www.wearedevelopers.com/magazine/413-promotion-interview-questions-how-to-answer-and-get-the-job) - [How to Respond to the “Why Do You Deserve a Promotion?” Question](https://www.wearedevelopers.com/magazine/416-how-to-respond-to-the-why-do-you-deserve-a-promotion-question)