Head of Advisor Transitions | St. Petersburg, FL
Raymond James & Associates, Inc., Research Division(2 months ago)
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.
Required Skills
- Strategic Planning
- Project Management
- Change Management
- Compliance
- Risk Management
- Team Leadership
- Stakeholder Management
- Technology Integration
- Budgeting
- Process Optimization
+2 more
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 & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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