Project and Program Management

The Project and Program Management team at FP Transitions is responsible for overseeing and coordinating the various initiatives and programs that support wealth managers and independent financial advisors. They ensure that projects align with company objectives, facilitate communication between departments, and manage resources effectively. This team also focuses on the development and execution of the Equity Management Solutions™ program and works to enhance digital strategies and business intelligence, all aimed at delivering tailored solutions for long-term advisor success.