Trellia Wealth Partners is a fast-growing managed accounts business focused on helping financial advisers scale with confidence, strengthen client relationships and grow high-performing advice businesses.
We offer one of the most comprehensive managed account solutions in the market, combining sophisticated portfolio capability, scalable infrastructure and a strong partnership mindset.
As Transition Manager – Managed Accounts, you play a critical role in delivering Trellia’s high-touch client experience. Once an adviser commits to Trellia, you own the end-to-end onboarding and transition journey — acting as the central point of coordination to ensure our managed account solutions are implemented smoothly, efficiently and with minimal disruption to advisers and their clients.
This role sits at the intersection of client experience, implementation and internal coordination, and is ideal for someone who enjoys managing complexity, building trusted relationships and delivering seamless outcomes.
Role Responsibilities
- Act as the dedicated transition lead for advisers onboarding to Trellia’s managed account solutions.
- Develop and manage tailored onboarding and transition plans, including segmentation of adviser client books to prioritise and sequence transitions.
- Coordinate SMA setup and implementation, working closely with platform providers and internal teams.
- Deliver training and enablement to advisers and support staff on Trellia’s investment solutions, systems and processes.
- Ensure advisers are fully set up within Trellia’s systems and client portal, including access, data feeds and reporting requirements.
- Provide proactive, high-quality support throughout the transition period, acting as the primary point of contact.
- Track and report transition progress to the Distribution team, flagging risks and managing issues to resolution.
- Collaborate closely with Business Development, Investment Operations and Client Services to ensure a smooth handover to ongoing support.
- Capture feedback and insights to continuously improve onboarding processes and the client experience.
Key skills and experience
- Ideally, 3–6 years’ experience in financial services, ideally within managed accounts, investment platforms, adviser support or client onboarding roles.
- Strong project coordination and organisational skills, with the ability to manage multiple transitions concurrently.
- Clear, confident communication skills and strong stakeholder engagement capability.
- Familiarity with SMA structures and financial planning or investment platform systems (highly desirable).
- Detail-oriented with a strong client-first mindset and commitment to service excellence.
- Comfortable working cross-functionally in a fast-growing, delivery-focused environment.
