Hybrid (3 days onsite per week in st. petersburg, fl or memphis, tn)
Account transfers operations
People leadership and coaching
Process improvement initiatives
Raymond James is seeking a Supervisor for its Account Transfers Department, responsible for leading a team in operational functions while ensuring compliance and driving performance improvements. This hybrid role requires a strong people leader with knowledge of investment practices and the ability to effectively coach and manage team performance
Job Summary
This role provides daily direction and support, implements business plans, and ensures compliance with policies and procedures.
The supervisor will manage productivity and service levels, lead process improvement initiatives, and collaborate with internal and external partners to resolve issues.
A broad understanding of operational functions and a passion for coaching, development, and performance management are essential to drive team success and deliver high-quality results.
Matching Summary
Match Score: 85
Raymond James is seeking a Supervisor for its Account Transfers Department, responsible for leading a team in operational functions while ensuring compliance and driving performance improvements. This hybrid role requires a strong people leader with knowledge of investment practices and the ability to effectively coach and manage team performance.
Skills & Requirements
Must-have
Account Transfers operations
people leadership and coaching
process improvement initiatives
compliance with policies and procedures
financial markets and products knowledge
Nice-to-have
client-first, integrity, independence
continuous evolution of the firm
authentic self expression
Key Requirements
3 to 6 years general experience
13 months to 3 years manager experience
SIE required or ability to obtain within 120 days
Series 99 required or ability to obtain within 120 days