QUALIFICATIONS & SKILLS: Required: Bachelor's degree in business, human resources, finance, communications, organizational leadership, or a related field required and 3+ years of experience in transition, project coordination, operations, talent acquisition, advisor support, financial services, wealth management, or related business functions or equivalent combination of education and relevant experience. This role coordinates transition, onboarding, and offboarding activities, manages detailed plans, tracks key milestones and dependencies, and serves as a central point of coordination across the core business, compliance, licensing and registration, operations, technology, TAN leadership, HR, and other internal and external partners.