Strategic Transitions Manager | New Advisor Transitions - Travel Required

Raymond James

Fully remote
Up to 50% travel required
Experience in advisor transitions
Exceptional organizational skills
The Strategic Transitions Manager delivers a premium onboarding experience for financial advisors undergoing transitions

Job Summary

  • The Strategic Transitions Manager delivers a premium onboarding experience for financial advisors undergoing transitions.
  • This role involves close collaboration with home office teams to resolve transition-related challenges.
  • The ideal candidate thrives in a dynamic environment and consistently delivers high-touch service.

Matching Summary

The Strategic Transitions Manager delivers a premium onboarding experience for financial advisors undergoing transitions.

Skills & Requirements

Must-have

  • Up to 50% travel required
  • Experience in Advisor Transitions
  • Exceptional organizational skills

Nice-to-have

  • Strong emotional intelligence
  • Ability to build trust through communication
  • Experience in training delivery

Key Requirements

  • Bachelor’s Degree in Business or Finance preferred
  • SIE, Series 7, Series 63 (or 66), Series 9/10 (or 24) licenses required
  • 3 to 6 years of general experience

Work Rights

Not specified

Tailored Resume

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