{"id":4034481,"url":"https://alion.io/job/osaic-transition-onboarding-consultant","title":"Transition Onboarding Consultant","company":{"id":2237959,"name":"Osaic\"","domain":"osaic.com","url":"https://alion.io/company/osaic","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":16,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-11-12T10:38:37Z"}},"role":"HR","role_family":"HR","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States","Scottsdale, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":70000,"currency":"USD","period":"year","gross":null,"usd_annual":70000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-10T19:42:16Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-13T17:39:18Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Current Employees and Contractors Apply Here\nOsaic Careers\nTransitions Opportunity in Financial Services\nTransition Consultant\nLocation(s):\nAtlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339\nLa Vista: 12325 Port Grace Blvd, La Vista, NE 68128\nOakdale: 7755 3rd St. N, Oakdale, MN 55128\nScottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255\nSt. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702\nOsaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office.\nRole Type: Full time. Travel up to 25% of the time.\nSalary: $60,000 - $70,000 per year + annual bonus\nActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.\nOur competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits\nSummary:\nWe are looking for driven and motivated individuals to join our Transitions Team.\nThis Senior Transition Consultant is responsible for managing all aspects of a new Financial Professional’s transition to Osaic. This person will work closely with the Business Development team and other key areas to build strong relationships with new Financial Professionals, present the value proposition of our transition process, and communicate regularly regarding the status of current transitions.\nThis person needs to have a thorough understanding of the transition process and provide the appropriate guidance and training along the way to ensure a seamless onboarding experience for the Financial Professionals. The primary objective is to expedite the transfer of the Financial Professional’s book of business.\nIn addition to having some transition experience, it’s critical to be a subject matter expert on asset movement, demonstrate a high level of technical knowledge, be detailed oriented, and have exceptional communication skills. We are looking for self-starters who are quick learners, resourceful, and results oriented in a faced-paced and collaborative environment. The person must have the ability to organize, prioritize, and handle multiple projects simultaneously.\nResponsibilities:\nPrepares and executes transition plans for new Financial Professionals\n\nManages regular touchpoints with transitioning Financial Professional to instill confidence in the onboarding process and ensure excellent communication occurs.\n\nClosely monitors the asset transfers for the financial professionals by providing hands-on support and monitoring/resolving any NIGOs.\n\nActs as an advocate for the transitioning Financial Professionals with any other areas across the organization to push for resolution, escalation of issues, and responsiveness to any questions.\n\nManages cross-organizational projects. Must be able to build effective business relationships with internal departments, financial professionals and external service providers.\n\nEducation Requirements:\nBachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered.\n\nBasic Requirements:\n1 + years of Financial Services Industry experience preferably in broker-dealer or wealth management space\n\nKnowledge of the securities industry and retirement plan industry.\n\nAbility to work well cross-departmentally to ensure client expectations are met.\n\nExperience and comfort with a high-volume setting with competing demands, multiple priorities, and fast-paced environment.\n\nStrong written and oral communication skills\n\nDetail oriented.\n\nAbility to organize, prioritize and re-prioritize, adapt in a changing environment, and handle multiple projects simultaneously.\n\nMust be proficient in MS Office applications.\n\nPreferred Requirements:\nIndustry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses\n\nAt least two years of experience in a transition assistance or similar role client service or relationship management role\n\nCurrent Employees and 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