Head of Advisor Transitions | St. Petersburg, FL
Raymond James
About this role
The Head of Transition Management leads the strategy and execution for onboarding and integrating new financial advisors and their teams, ensuring a seamless advisor and client experience. This role drives operational improvement, implements scalable solutions, and aligns cross-functional teams to achieve firm-wide objectives.
Skills
Qualifications
High School Diploma (Required)SIE (Required or ability to obtain within 120 days)Series 99 (Required or ability to obtain within 120 days)Series 7 (Highly Preferred)Operations Professional (FINRA)
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Raymond James.
Salary
$148k – $197k
per year