Director of Advisor Transitions & Breakaway Growth

A leading custodian for financial advisors is seeking a Director of Advisor Transitions in Dallas, TX. The role involves guiding financial advisors through the transition to independence, ensuring operational and compliance aspects are addressed effectively. You will drive market strategies, educate advisors on RIA benefits, and develop partnerships. Ideal candidates have over 10 years of industry experience, excellent communication skills, and a strong understanding of the RIA business model. #J-18808-Ljbffr