Transition Services Supervisor Role
Raymond James Ltd.
Join Raymond James as a Transition Services Supervisor, where you'll lead the onboarding efforts for Financial Advisors. Ensure their success through effective team management and support. Raymond James Ltd. seeks an experienced Transition Services Supervisor to enhance the onboarding experience for new Financial Advisors. This role requires leading the Transition Team, educating them on operational policies, and ensuring seamless transitions. You will coordinate efforts among various departments and provide on-site support, enhancing the transition process. Key Responsibilities:
- Supervise daily operations of the Transition Team
- Lead educational initiatives for Financial Advisors
- Monitor branch transition metrics and communicate updates
- Customize transition plans for individual Advisors
- Conduct semi-annual performance evaluations for team members
- Minimum 5 years in the investment industry
- Degree or equivalent experience required
- Strong skills in MS Office and financial software
- Supervisory experience preferred
- Excellent problem-solving and time management skills
Vacancy posted 14 hours ago
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