Manager, Consultants Team | New Advisor Transitions | St. Petersburg, Fl
Raymond James
St. Petersburg, FL, USA
Hybrid
Manage onboarding projects
Drive cross-functional collaboration
Maintain advisor relationships
This strategic leadership role is responsible for guiding a high-performing team of Transition Consultants who manage complex onboarding projects for financial advisors joining the firm
Job Summary
This strategic leadership role is responsible for guiding a high-performing team of Transition Consultants who manage complex onboarding projects for financial advisors joining the firm.
The Manager ensures a smooth, efficient, and personalized transition experience by driving cross-functional collaboration, maintaining strong advisor relationships, and executing with precision under tight deadlines.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
Matching Summary
This strategic leadership role is responsible for guiding a high-performing team of Transition Consultants who manage complex onboarding projects for financial advisors joining the firm.
Skills & Requirements
Must-have
Manage onboarding projects
Drive cross-functional collaboration
Maintain advisor relationships
Execute under tight deadlines
Develop and implement processes
Nice-to-have
Consultative mindset
Lead through change
People-first culture
Exceptional service delivery
Key Requirements
6 to 10 years general experience
3 to 6 years manager experience
SIE required or ability to obtain within 120 days
Series 99 required or ability to obtain within 120 days