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Role Description

The Project Manager, PDT is responsible for driving efficiency, structure, and execution across the Partnership Development Team. This role focuses heavily on onboarding and transition activities related to mergers and acquisitions (M&A) and new advisor onboarding.

This role serves as a central point of coordination across departments, ensuring clear communication, accountability, and timely progress throughout the transition process. The ideal candidate will help streamline onboarding workflows, improve cross-team collaboration, and support successful integrations for new advisory teams joining the firm.

Success in this role will be measured by improved efficiency, clarity, and execution quality across onboarding and transition processes.

• Drive consistent, high-quality communication across departments, with a primary focus on coordination between PDT and internal stakeholders.
• Coordinate and distribute diligence materials, ensuring timely sharing and clear ownership of follow-up items.
• Serve as a primary point of contact for questions, requests, and open items from transitioning firms.
• Track and escalate outstanding transition items across departments to maintain project timelines.
• Prepare internal teams for calls with transitioning firms, including agenda development, material preparation, and issue alignment.
• Review, reformat, and quality-check shared materials, identifying potential issues or risks early in the transition process.
• Maintain Smartsheet tracking for transitions, ensuring accurate status updates for outstanding, completed, or no-longer-required items.
• Enhance Salesforce reporting and workflow capabilities to improve visibility and efficiency across PDT initiatives.
• Build and maintain reports and dashboards to track onboarding progress and project activity.
• Implement notifications and structured communications to ensure stakeholders remain aligned on project updates.
• Lead and coordinate transitions for smaller or specialized opportunities, providing hands-on project support similar to senior transition leadership.
• Support PDT sales and outreach efforts through prospect follow-up, drip campaigns, and customized communications.
• Manage and maintain a structured drip marketing calendar aligned with sales and transition objectives.
• Assist with the development and customization of sales and transition materials, including presentations, branding assets, performance data, and updates.

Qualifications

• Bachelor’s degree or equivalent professional experience preferred.
• Experience within the Registered Investment Advisor (RIA) industry or Broker-Dealer industry is required.
• Strong project management experience with demonstrated ability to coordinate across multiple teams.
• Experience managing workflows, timelines, and deliverables in complex, cross-functional environments.
• Familiarity with Smartsheet, Salesforce, and Microsoft Office Suite preferred.
• Excellent communication and organizational skills with strong attention to detail.
• Ability to manage multiple priorities and maintain accountability across teams.

Key Competencies / Skills

• Strong communication and cross-functional coordination skills.
• Ability to manage multiple initiatives simultaneously while maintaining organization and accuracy.
• Detail-oriented mindset with the ability to identify potential issues early in the process.
• Self-motivated and capable of working independently in a remote environment.
• Proficiency in Microsoft Office, Salesforce, and Smartsheet or similar project management tools.

Equal Employment Opportunity Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.