Head of Advisor Transitions | St. Petersburg, FL
Raymond James & Associates, Inc., Research Division(2 days ago)
About this role
Raymond James is looking for a senior leader to manage a high-volume Advisor Transitions organization supporting their Private Client Group Business. The role involves scaling operations, driving automation, and partnering with senior leadership to support firm growth and advisor onboarding.
Required Skills
- Capacity Planning
- Workflow Design
- Automation
- Team Management
- Performance Metrics
- Client Service
- Process Modernization
- Data Analysis
- Leadership
- Operations Management
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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