Head Of Advisor Transitions | St. Petersburg, Fl

Raymond James

St. Petersburg, FL, US
Hybrid
15+ years of leadership experience
Experience in financial services
Proven track record in operations
Raymond James is seeking a senior enterprise operator to lead a high-volume Advisor Transitions organization

Job Summary

  • Raymond James is seeking a senior enterprise operator to lead a high-volume Advisor Transitions organization.
  • This role is mission-critical to advisor recruiting, retention, and firm growth.
  • The position follows a hybrid-friendly schedule, offering flexibility and collaboration.

Matching Summary

Raymond James is seeking a senior enterprise operator to lead a high-volume Advisor Transitions organization.

Skills & Requirements

Must-have

  • 15+ years of leadership experience
  • Experience in financial services
  • Proven track record in operations

Nice-to-have

  • High emotional intelligence
  • Strong executive presence
  • Bias for action and simplification

Key Requirements

  • SIE required or ability to obtain
  • Series 99 required or ability to obtain
  • More than 15 years of general experience

Work Rights

Not specified

Tailored Resume

Cover Letter