Transitions Manager - Remote - Wealth Management This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: We partner with independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies to enhance and expand their business. Why join us? We are a rapidly growing firm surpassing 125 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors. comprehensive health, dental, and vision insurance 401(k) with company match unlimited PTO paid paternity leave 10%-15% bonus equity Job Details The Transition Manager will play a pivotal role in transitioning Financial Advisors from wire houses to helping them launch their own RIAs. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction. You bring proven experience in transition management or project management within financial services, wealth management, or RIA operations. You are someone who is an easy study and thrives in a fast-paced and collaborative environment. This is a remote role but will require a significant amount of travel, including some weekends when the transition period begins for their clients. You will be expected to be in St. Pete, FL one week a month when you are not working a transition. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

• Own the end-to-end customer lifecycle strategy, including onboarding, authentication, multi-channel communications (email, SMS, phone, letters), and payment experiences • Lead discovery, roadmap planning, and prioritization of lifecycle initiatives that drive customer retention, engagement, and satisfaction • Define, manage, and scale AI-driven automation capabilities such as chatbots, intelligent virtual assistants (IVA), agent assist tools, document automation, and intelligent workflow solutions • Partner cross-functionally with Product, Operations, Engineering, Compliance, and CX to align priorities, ROI, and measurable business outcomes • Translate business and customer needs into clear product requirements and collaborate closely with engineering and design to deliver high-quality, customer-facing experiences • Monitor performance metrics, customer feedback, and sentiment to identify insights and opportunities for continuous lifecycle improvement • Drive change management, process optimization, and automation adoption across teams to improve scalability, efficiency, and operational effectiveness

LTK’s mission is to empower the world’s premium lifestyle Creators to achieve maximum economic success. We have a huge opportunity ahead of us and we’re looking for team members who want to create, innovate and disrupt an industry. We empower our team members to drive innovation, create value, and continue to spearhead the creation of this industry — a game changer when it comes to career growth. Title: Product Manager – Brand Platform Location: US - Remote About the Role LTK seeks a results-driven Product Manager to own and grow the platform that powers gifting and paid collaborations between the world’s top creators and brands. The Brand Platform is part of LTK’s “All-in-One Creator Marketing” platform, which enables brands and creators to discover each other, collaborate, and build long-term, mutually beneficial partnerships. The Brand Platform is a key component of LTK’s three-sided marketplace, connecting consumers, creators, and brands into a thriving social community. This role is central to designing the end-to-end experience for both brands and creators, including campaign creation, negotiation, digital contracting, secure payments, and performance measurement. You will help build scalable revenue streams for creators while providing brands with a high-ROI, authentic marketing channel they can trust. As a Product Manager, you will partner closely with engineering, design, data science, sales, operations, marketing, and legal teams to define, prioritize, and deliver high-impact product solutions. You will own the full product lifecycle—from discovery and definition to launch, iteration, and post-launch optimization. How You Will Make an Impact - Translate Strategy into Execution: Convert the vision of founders and senior leaders into a product strategy and roadmap that drives measurable business outcomes. - End-to-End Product Ownership: Define features, write clear user stories, manage the backlog, and make trade-offs to ensure high-quality, high-impact delivery. - Product Execution & Quality: Collaborate with engineering and design to launch exceptional products, identify and triage quality issues, and ensure features work across devices, international points of sale, and use cases. - Customer Insight & Feedback: Gather and synthesize feedback from usability tests, surveys, support tickets, and other channels to guide decisions. Use data and research to continuously optimize the campaign funnel and improve user experience. - Marketplace & Financial Systems: Architect solutions for campaign proposals, offer negotiation, digital contracting, and seamless payment systems to ensure accurate, timely payouts for creators. - Data-Driven Decision Making: Define proper instrumentation for projects, analyze post-launch results, and proactively generate insights to inform future features and roadmap priorities. - AI & Emerging Tech: Leverage AI tools (e.g., ChatGPT, Enterpret, Glean) responsibly to automate routine tasks, summarize user feedback, and accelerate insights while improving decision-making. - Strategic Impact: Understand your product area in the context of team and company objectives. Align multiple initiatives to broader goals, and use post-launch analysis to recommend next steps. - Stakeholder Management: Proactively identify impacted stakeholders across teams, integrate feedback into product decisions, and communicate updates and trade-offs clearly. - Cross-Functional Leadership: Act as a trusted partner to design, engineering, and other teams to unblock work, drive alignment, and deliver exceptional products. What You Will Bring to LTK - Proven Product Experience: 4+ years in product management, preferably in a multi-sided marketplace, ad-tech, mar-tech, or creator economy platform. Experience with social platforms is a strong plus. - Digital Marketing & Ad-Tech Expertise: Strong understanding of CMOs, media buyers, and performance marketers; experience with platforms like Meta Ads or Google Ads is preferred. - Marketplace & FinTech Familiarity: Knowledge of marketplace mechanics, payment systems (Stripe, Netsuite, PayPal), trust & safety, and digital contracting workflows. - Analytical & Data-Driven: Comfortable with cohort analysis, funnel optimization, financial modeling, and tools like Amplitude, Fullstory, Looker, and Athena. - Customer Obsession: Deep empathy for both creators and brands; able to translate insights into actionable product improvements. Cross-Functional Collaboration: Skilled at aligning stakeholders, managing dependencies, and driving teams toward shared goals. - Communication & Influence: Able to articulate complex product decisions, trade-offs, and data-backed rationale to engineers, stakeholders, and executives. - “Roll Up Your Sleeves” Attitude: Thrives in a fast-paced, ambiguous environment; capable of operating at both strategic and tactical levels. - Quality Ownership: Able to transition into the role of the customer prior to launch to ensure the product meets customer expectations. - Growth Mindset & Adaptability: Embraces feedback, continuously improves, and navigates rapidly changing priorities. - Social Platform API Experience: Familiarity with platforms and their insights, such as Meta/IG, TikTok, Pinterest, and YouTube is preferred. - A mindset focused on seizing opportunities and moving with urgency - Dedication to fierce prioritization and operational excellence - Adaptability to a dynamic, fast-moving environment - A growth mindset and openness to feedback#LI-AJ1 What we offer - The opportunity to be part of the leading global company in creator commerce - A remote-first, productivity-first environment - Competitive compensation and benefits package to meet the needs of you and your family - 401(k) with LTK company matching - Medical Insurance, Vision Insurance, Dental Insurance - Paid Maternity Leave and Paid Paternity Leave - Summer Fridays and Flexible PTO About LTK Founded in 2011, LTK is the global technology platform purpose-built to empower lifestyle creators to monetize their content. The full-service platform connects brands, creators, and shoppers with a world-class shopping app and trusted tools and technology that make content instantly shoppable. Today, premium lifestyle creators in 160+ countries drive more than $5 billion+ in annual retail sales through their LTK Shop profiles. More than 40 million consumers turn to LTK Shops in the LTK shopping platform each month to find inspiration and instantly shop the styles recommended by their favorite creators. More than 8,000 retailers and 1M brands partner with LTK to gain access to its global creator network for content that converts against performance-driven, cross-channel KPIs. LTK is headquartered in Dallas, TX, and currently operates on five continents. Our mission To empower the world’s premium lifestyle Creators to achieve maximum economic success. Our values - Here to win - Commit to the journey - Work well Commitment to diversity LTK believes diversity, equity, and inclusion are fundamental obligations that strengthen our team. We employ a diverse, multi-disciplinary team to build a meaningful company and culture. For US-Based Roles: We are not offering new sponsorships opportunities at this time for persons requiring employment visas, such as an H-1B; authorization to work in the U.S. is a precondition of employment. Any unsolicited resumes/candidate profiles submitted through our website or to personal email accounts of employees of LTK are considered the property of LTK and are not subject to payment of agency fees. LTK is an Equal Opportunity Employer. #LI-Remote

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Associate Director at Linesight, you will lead highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will build on your vast industry experience which will open doors for you, extend your skillset and expand your perspective. We will empower, support, and enable you to take real responsibility in your role so that you can take charge of your career progression with us. You will be mentored and supported by industry leaders and given the tools to grow. You will also be involved in and contribute to our business strategy as we continue to evolve. For us lasting trusted relationships are everything, both with our teams and our clients. In this role you will: - Act as the key account manager, developing client relationships based upon partnership and trust - Use your business development skills to engage new clients as well as repeat projects with existing clients - Oversee key strategic client projects - Apply your wealth of cost management experience to achieve all project deliverables within contract performance measures - Expertly negotiate contract terms and commercial agreements with external clients and contractors - Foster top performance and growth for your employees via excellent mentorship and leadership - Lead your team to deliver impeccable quality and client value Qualifications - Strong operational management experience in a dynamic environment - Experience in pre- and post-contract cost management - 10+ years' experience in construction with progressive contracts management experience - Confidence to head up meetings with clients - A degree or comparable experience in cost management or quantity surveying - Chartered and ideally a member of the RICS - Excellent communicator verbally and in writing - Thrive on building strong relationships with your team and clients through a shared purpose and sense of openness and fun Requirements - The salary range for this position is between $145,000 and $170,000 USD. But actual salary offered is dependent on skill-set, education and experience. - All interviews are conducted either in person or virtually with video required. Company Description Linesight is a highly successful global project and cost management consultancy that keeps clients coming back. And for that we have our people to thank. You see we’re not like the others. We’re different. Unique. It’s our fresh thinking and focus on what matters that has led to our evolving. We are on a journey working in some of the most exciting innovative sectors with some of the world’s most prestigious companies delivering major projects that deliver a more sustainable built environment. We have an open culture and a flat structure where you can expect to be treated with genuine care, respect, and empathy. With Linesight, you can truly discover the power of team! Diversity, Inclusion and Accessibility Linesight is committed to transparent, equal opportunity employment practices. We are building a diverse and inclusive organisation, accessible to all, based on having a safe culture which enables all our people to be their true selves. We are a people business, and we understand that the more inclusive we are, the happier our people and better our work will be. We will ensure that individuals with disability are provided reasonable accommodation to participate in the application or recruitment process and are accommodated in the workplace. If you require assistance or accommodation of any kind, please mention this in your application, we would love to hear from you!