Institutional Transition & Training Manager Carson Institutional Advisory (CIA), a division of CWM LLC, enables a select community of Financial Advisor Partners, known as Alliance and Strategy Partners, to leverage the Carson organization's deep knowledge, innovative investment strategies, scale and operational efficiency to provide their affluent investors with highly transparent investment strategies. CIA's mission is to: Revolutionize the client wealth experience. To accomplish this and make a true impact for both advisors and consumers, we are looking for select, hard-working, dedicated individuals looking to make an impact in the advisory community. Summary The role of the Institutional Transition & Training Manager is to plan, execute, and finalize Advisor transitions according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to achieve successful transitions. Training of office staff and on-going development of improved office procedures is also required. The Institutional Transition & Training Manager must be able to manage multiple projects and will be responsible for each project's objectives and oversee quality control and execution throughout its life cycle. Responsibilities Direct and manage project development from beginning to end. Define project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders. Develop full-scale project plans and associated communications documents. Effectively communicate project expectations to team members and management in a timely and clear fashion. Estimate the resources and participants needed to achieve project goals. Determine and assess need for additional staff and/or consultants during the project cycle. Set and continually manage project expectations with team members and management. Delegate tasks and responsibilities to appropriate team members as needed. Identify and resolve issues and conflicts within the project team. Plan and schedule project timelines and milestones using appropriate tools. Develop and deliver progress reports, proposals, requirements documentation, and presentations if necessary. Proactively manage changes in project scope, identify potential crises, and devise contingency plans. Conduct project post mortems and create a recommendations report in order to identify successful and unsuccessful project elements. Field of Experience 5+ years of experience in the financial industry is required Knowledge of Financial Advisor office tools (i.e. Goldmine, Redtail, SalesForce, etc) preferred Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook Administrative/Technical Skills Analytical and research skills Attention to details Compile statistics and reports Planning and organizational skills Project and time management skills Manage multiple projects with precision Written and verbal communication skills Occasional Travel EOE