Top 2233 Transition specialist Jobs in United States

Client Transition Specialist
Savvy Wealth —Remote
- Full-time
- Remote
- Salesforce
- Mid-level
- Communication skills
- Health savings account
- Paid holidays
9d
Transitional Care - Nurse Practitioner
Carle Health —Urbana, IL
- $56.37 - $73.29 an hour
- Full-time
- Nursing
- RN License
- BLS Certification
- Health insurance
Admissions Counselor/Career Transition Specialist
Jackson Pierce Public Affairs, Inc —Curlew, WA
- From $41,000 a year
- Full-time
- Hybrid work
- Background check
- Computer literacy
- Driver's License
- Paid time off
- On-the-job training
Quick Apply
Transitional Housing Coordinator
Hartford Community Restorative Justice Center —White River Junction, VT
- $22 - $24 an hour
- Full-time
- Mid-level
- Driver's License
- Case management
- Health insurance
- Paid time off
Quick Apply
7TH-12TH IEP/TRANSITIONS COORDINATOR
Valley Christian Schools —Youngstown, OH
- $35,000 - $40,000 a year
- Full-time
- Background check
- Experience working with individuals with disabilities
- Research
Quick Apply
Hospice Transitional Care Specialist - Tucson (West/NW)
THEMA Health Services #1 in Home Health Service —Tucson, AZ
- From $80,000 a year
- Full-time
- Acute care
- Marketing
- Mid-level
- Mileage reimbursement
- Health insurance
Quick Apply
Transition LBS1 Teacher
School of Expressive Arts and Learning —Elgin, IL
- From $60,000 a year
- Full-time
- Classroom
- Bachelor of Science
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
TRANSITIONAL STAFF NURSE RN
PEOPLE INC. —Lancaster, NY
- $76,960 - $83,200 a year
- Full-time
- Nursing
- Management
- RN License
- Tuition reimbursement
- Paid time off
Quick Apply
CDL A Regional/OTR Tanker Truck Drivers $3,000 Transition Pay
TRANSWOOD —Sulphur Springs, TX
- $0.80 per mile
- Clean driving record
- Hazmat Endorsement
- DOT physical examination
- Paid training
- Health savings account
Quick Apply
2d
Clinical Nurse Transitional Care Unit
BJC Healthcare —St. Louis, MO
- $32.00 - $48.28 an hour
- Weekends as needed
- Nursing
- Medication administration
- RN License
- Disability insurance
- Dental insurance
Hospice Transitional Care Specialist - East Valley/Scottsdale/West Valley
THEMA Health Services #1 in Home Health Service —Phoenix, AZ
- From $80,000 a year
- Full-time
- Acute care
- Marketing
- Mid-level
- Mileage reimbursement
- Health insurance
Quick Apply
Nurse Practitioner/Physician Assistant -Transitional Care Management
Buffalo Medical Group —Buffalo, NY
- $90,446.40 - $135,669.60 a year
- Full-time
- Mid-level
- In-person
- 2 years
- Free parking
- Profit sharing
Quick Apply
Transitions of Care Pharmacist
Bayhealth —Milford, DE
- $60.39 - $93.61 an hour
- Full-time
- Hospital
- Inpatient
- Mid-level
- 403(b) matching
- Paid holidays
Case Worker Manager | Transitional Age Youth Program
The Home for Little Wanderers, Inc. —Dorchester, MA
- On call
- Computer literacy
- Mid-level
- Bachelor's degree
- 403(b) matching
- AD&D insurance
Pediatric Transitional Nurse – Registered Nurse (RN) / Licensed Vocational Nurse (LVN)
Angels of Care Pediatric Home Health —McKinney, TX
- $30 - $36 an hour
- Weekends as needed
- Bilingual
- CPR Certification
- Nursing
- Wellness program
- Health savings account
Quick Apply
Developmental Specialist Transitions Program
AMERICAN TRAINING INC —Wakefield, MA
- $26 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Paid training
- Paid holidays
Quick Apply
Registered Nurse- Transitional Care Unit
Miami Valley Hospital —Dayton, OH
- Full-time
- Nursing
- RN License
- Hospital
Transitional Life Skills Coach - Full Time & Part Time
Inspiring Lives —West Union, IA
- $18.54 - $22.00 an hour
- Overtime
- Background check
- Current TB test
- Pass drug screening
- Paid training
- 403(b) matching
Quick Apply
Transitional Living Facility House Parent/Rehab Aide
Boyd Andrew Community Services —Helena, MT
- $18 an hour
- Full-time
- Background check
- US work authorization
- In-person
- Health savings account
- Health insurance
Quick Apply
10d
WBL/Transition Coordinator
Educational Partnership for Instructing Children —Paramus, NJ
- $70,000 - $85,000 a year
- Full-time
- School experience
- Classroom
- Management
Quick Apply
5d

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transition specialist jobs near united states

Client Transition Specialist

Savvy Wealth
Remote

Apply Now

Job Details

Full-time
9 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Flexible spending account
Snacks provided
Employee assistance program
Vision insurance

Qualifications

Customer relationship building
Data validation techniques
Data preparation projects
Data quality assurance
Quality issues
Data quality monitoring
Client management
Document quality checks
AI-driven automation

Full Job Description

Location

Remote - US

Employment Type

Full time

Location Type

Remote

Department

Advisor Services

About Savvy Wealth:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™

The Role:

Savvy is looking for a detail-obsessed, resourceful operator to join our advisor transitions team and own the hands-on work of moving newly signed advisors’ books onto Savvy’s platform. Advisors choose Savvy in part because we make moving their practice painless — you are the person who delivers on that promise, driving each transition from signed to fully live with speed, precision, and a white-glove touch. Our fast-moving team has already transitioned 30+ advisors and over $2B in assets this year, and your work directly determines how quickly Savvy can grow and how every new advisor experiences us from day one. This role gives you significant exposure to Savvy’s Operations, Advisory, Product, and Client Servicing efforts.

Who you are:

You’re resourceful. You figure things out, chase down answers, and don’t wait to be told how to unblock a transition.
You’re detail-obsessed. You catch the error others miss, because you know a single bad field can break a bulk upload or delay a transfer.
You’re never tired of learning. You self-teach new platforms and custodial systems fast, and you’re tech-savvy by default.
You appreciate direct communication. You’re both an active communicator and an eager listener, and you stay calm and clear with advisors under pressure.
You can pivot on the fly. We are fast-growing, so priorities constantly evolve. What you worked on last month may not be the same next month.
You have a humble, “can do” attitude and extreme ownership. Our team creates high-quality work on quick timelines.
You want to be part of a winning team. We’re stronger together, and you embrace being pushed out of your comfort zone.

You will report to the Client Service Onboarding Manager.

Responsibilities:

Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate, catching data issues before they cause delays.
Run data preparation and validation to ensure accuracy
Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule.
Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions.
Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment.
Monitor and report on transition progress and flag risk situations early.
Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.

Must Have:

3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management.
Exceptional resourcefulness and a very quick learning curve — you can pick up new custodial platforms and tools on your own, fast.
Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.
Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
Strong data hygiene instincts — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound.
Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure.
A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
Comfort working in a high-growth, constantly changing environment.

Nice to have:

Direct experience with Schwab and/or Fidelity custodial platforms
Familiarity with ACAT transfers, LPOA/repaper processes, NIGO resolution, DocuSign, Orion, or Salesforce
Comfort with Excel/Google Sheets at a power-user level (lookups, data validation, cleaning messy files)
Prior work experience at a high-growth startup or a custodian, RIA, and broker-dealer
Experience using AI tools to accelerate data or document work (validation, drafting, summarization)

Additional Information:

Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.

Benefits:

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Benefits:

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Apply Now

Refine Your Search

transition specialist jobs in united states

Client Transition Specialist

Transitional Care - Nurse Practitioner

Admissions Counselor/Career Transition Specialist

Transitional Housing Coordinator

7TH-12TH IEP/TRANSITIONS COORDINATOR

Hospice Transitional Care Specialist - Tucson (West/NW)

Transition LBS1 Teacher

TRANSITIONAL STAFF NURSE RN

CDL A Regional/OTR Tanker Truck Drivers $3,000 Transition Pay

Clinical Nurse Transitional Care Unit

Hospice Transitional Care Specialist - East Valley/Scottsdale/West Valley

Nurse Practitioner/Physician Assistant -Transitional Care Management

Transitions of Care Pharmacist

Case Worker Manager | Transitional Age Youth Program

Pediatric Transitional Nurse – Registered Nurse (RN) / Licensed Vocational Nurse (LVN)

Developmental Specialist Transitions Program

Registered Nurse- Transitional Care Unit

Transitional Life Skills Coach - Full Time & Part Time

Transitional Living Facility House Parent/Rehab Aide

WBL/Transition Coordinator

I want to receive the latest job alert for transition specialist in united states

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