Global Banking & Markets, RIA Custody, Transition Consultant, Vice President - New York

TL;DR

Transition Consultant Vice President (RIA Custody): Managing transitions of RIA firms onto the hirify.global Custody Solutions platform with an accent on project management, stakeholder coordination, and client support. Focus on developing communication plans, coordinating resources, ensuring training, and meeting timelines under complex business inquiries.

New York, New York, United States

USD 150,000 - 300,000

Company

Leading global investment banking, securities and investment management firm headquartered in New York with offices around the world.

What you will do

• Project manage transitions of advisory firms onto the GSCS platform.
• Navigate the organization to deliver solutions for complex business inquiries.
• Drive strategic meetings with subject matter experts and stakeholders.
• Develop internal and external communication plans.
• Coordinate resources to maintain project health and meet commitments.
• Ensure all training needs are met before transition close.

Requirements

• Minimum 4-6 years industry experience in financial services.
• At least 2-3 years in a project management role.
• Strong written and verbal communication skills.
• Strong leadership skills and ability to collaborate with partners.
• Proven multi-tasking, problem-solving in fast-paced environments.
• Experience with visual aid tools for reports and flow charts.
• Strong analytical, organizational, and time management skills.
• Bachelor’s degree in business administration or related field.

Culture & Benefits

• 20-30% travel per year to support advisory firms.
• Flexible work hours for project commitments.
• Competitive benefits including wellness offerings, training, development opportunities.
• Firmwide networks, personal finance, mindfulness programs.
• Best-in-class benefits for full-time and part-time US employees working 20+ hours/week.