Top 11 Transition specialist Jobs in Pittsburgh, Pa

Associate Transition Manager & Trainer
NewEdge Capital Group LLC —Pittsburgh, PA
- Full-time
- Mid-level
- 3 years
- Analysis skills
Quick Apply
Pediatric Transitional Nurse – Registered Nurse (RN) Licensed Practical Nurse (LPN)
Angels of Care Pediatric Home Health —Pittsburgh, PA
- $40 an hour
- Full-time
- CPR Certification
- Medication administration
- LVN
- Wellness program
- Health savings account
Quick Apply
2d
Pediatric Transitional Nurse – Registered Nurse (RN) Licensed Practical Nurse (LPN)
Angels of Care Pediatric Home Health —Bridgeville, PA
- $40 an hour
- Full-time
- CPR Certification
- Medication administration
- LVN
- Wellness program
- Health savings account
Quick Apply
2d
YVLifeSet Specialist (Transition Age/Young Adult Community Based Specialist)
Pressley Ridge —Pittsburgh, PA
- Adults
- Mid-level
- Master's degree
- Health savings account
- AD&D insurance
Quick Apply
Per Diem Housing Transition Assistant
Onewell Healthcare - Pennsylvania —Pittsburgh, PA
- $18 - $21 an hour
- Part-time
- CPR Certification
- Computer literacy
- HIPAA
- Mileage reimbursement
- Health savings account
Quick Apply
Patient Care Technician, Specialist CNA Acute & Transitional Care
UPMC —Pittsburgh, PA
- $20.00 - $30.55 an hour
- Weekends as needed
- Acute care
- Surgery
- BLS Certification
- Tuition reimbursement
- Opportunities for advancement
Registered Nurse (RN) Transitional Care Unit
UPMC —Pittsburgh, PA
- Full-time
- Nursing
- RN License
- BLS Certification
- Paid holidays
- Tuition reimbursement

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Education Therapeutic Specialist (High School) - $2,500 Hiring Bonus
Wesley Family Services —Pittsburgh, PA
Education: *Bachelor’s degree in education, special education, social work, psychology, or a related field preferred. Works one-on-one with students as needed.
$34,000 - $37,000 a year
Quick Apply
6h
Developmental Specialist I (Special Education Teacher)
UPMC —Pittsburgh, PA
We work with families and school personnel to gather relevant academic, attendance, behavioral, and mental health information; establish academic goals aligned…
$22.52 - $37.40 an hour

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Community Health Worker or Housing Transition Coordinator
National Church Residences —Dublin, OH
Valid driver’s license, automobile insurance and compliance with National Church Residences motor vehicle policy is required.
Quick Apply
Transition Coordinator - Part Time - Delaware County
CareStar, Inc. —Delaware, OH
Minimum of 12 months of experience delivering services in a healthcare, behavioral health or social services setting. At least 18 years of age or older.
Quick Apply
2h

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Associate Transition Manager & Trainer

NewEdge Capital Group LLC
Pittsburgh, PA

Quick Apply

Job Details

Full-time

Qualifications

Employee onboarding
Client onboarding
Account maintenance
Procedural guides
Software support
E-learning (training delivery method)
Investment management software
Bachelor's degree in business
Financial software
Mid-level
Incident Escalation
User training (technical support)
3 years
Meeting scheduling
Help files
Analysis skills
Project management
Bachelor's degree
Corporate training program coordination
Operational risk mitigation
Instructor-led training (training delivery method)
Online training platform teaching experience
Software documentation
Training outcomes evaluation for professional development
Developing new training programs
E-learning platforms
New hire orientation
Instructional materials development
Business Administration
Enterprise Learning Management

Full Job Description

Position Overview:

The Associate Transition Manager at NewEdge Securities is responsible for developing, delivering, and maintaining training programs related to account transitions, operational processes, and the Wealthscape platform. This role serves as a subject matter expert and training resource for advisors, operations teams, client service associates, and internal stakeholders. The trainer ensures employees are equipped with the knowledge, tools, and best practices necessary to support seamless client transitions, operational efficiency, and effective utilization of Wealthscape.

Responsibilities:

Transitions Management Support

Assist with client onboarding, account transitions, asset transfers, and conversion processes to NewEdge Advisors and NewEdge Wealth advisors utilizing NFS for client accounts.
Assist advisor teams with escalation items and navigational support for advisory and brokerage needs in the Fidelity NFS and IWS systems – all aspects of account administration, custodial operation support and platform support.
Ensure consistency and accuracy throughout transition-related processes.
Assist teams in managing operational risks during client and advisor transitions.

Training & Development

Design, develop, and facilitate instructor-led, virtual, and self-paced training programs.
Create and maintain training materials, job aids, user guides, process documentation, and reference resources.
Deliver onboarding and continuing education programs for new and existing employees.
Assess training effectiveness through evaluations, feedback, and performance metrics.
Identify knowledge gaps and recommend targeted training solutions.

Wealthscape Platform Expertise

Serve as the primary training resource for Wealthscape functionality, navigation, workflows, and best practices.
Provide hands-on training related to account opening, maintenance, transfers, reporting, document management, and client service functions within Wealthscape.
Stay current on Wealthscape enhancements, updates, and new features and incorporate changes into training programs.
Partner with business leaders to ensure platform utilization aligns with operational goals and regulatory requirements.

Other Responsbilities

Assist advisor teams with escalation items and navigational support for advisory and brokerage needs in the Fidelity NFS and IWS systems – all aspects of account administration, custodial operation support and platform support.
Assist advisor teams with escalation items and navigational support internally with all NewEdge Advisors departments.
One of the primary points of contact for all transitions to the Broker Dealer and RIA platform.
Coordinate meetings, calls, paperwork and tasks related to transitions between new teams and various departments at NewEdge Advisors and NewEdge Securities.
Providing pre- and post-transition administrative support, onboarding new advisors and staff on broker/dealer-specific systems, training new teams with account opening process and software systems.
Collaborative work and project participation

Skills & Qualifications:

Bachelor’s degree in business or related field
3–5 years of experience in wealth management, brokerage operations, financial services training, or a related field.
Experience using Wealthscape or similar wealth management platforms preferred.
Experience developing and delivering professional training programs.
Strong understanding of account transitions, operational workflows, and financial services processes.
Advanced knowledge of Wealthscape functionality and advisor operations.
Excellent presentation, facilitation, and communication skills.
Strong organizational and project management abilities.
Ability to simplify complex concepts for diverse audiences.
Proficiency with Microsoft Office Suite, Learning Management Systems (LMS), and virtual training tools.
Strong analytical and problem-solving skills.

Quick Apply

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transition specialist jobs in pittsburgh, pa

Associate Transition Manager & Trainer

Pediatric Transitional Nurse – Registered Nurse (RN) Licensed Practical Nurse (LPN)

Pediatric Transitional Nurse – Registered Nurse (RN) Licensed Practical Nurse (LPN)

YVLifeSet Specialist (Transition Age/Young Adult Community Based Specialist)

Per Diem Housing Transition Assistant

Patient Care Technician, Specialist CNA Acute & Transitional Care

Registered Nurse (RN) Transitional Care Unit

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