Strategic Transitions Manager | New Advisor Transitions - Travel Required
Raymond James & Associates, Inc., Research Division
About this role
The Strategic Transitions Manager at Raymond James is responsible for delivering personalized onboarding experiences for financial advisors during strategic transitions, ensuring smooth integration into the firm through coordination, training, and support. The role involves collaboration with internal teams, managing high-impact initiatives, and providing high-touch service to valued partners.
Skills
Qualifications
About Raymond James & Associates, Inc., Research Division
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About Raymond James & Associates, Inc., Research Division
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 & Associates, Inc., Research Division.
Salary
$60k – $70k
per year
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