Raymond James Transition Supervisor Role
Raymond James Financial
Elevate your career as a Transition Team Supervisor at Raymond James, overseeing Financial Advisor onboarding. Drive transition efficiency and team collaboration to support successful integrations. In this exciting role, you will manage day-to-day operations of the Transition Team under the Manager of Transition Services. Your tasks include leading multiple projects, educating team members on investment procedures, and maintaining communication with Financial Advisors. Onsite support during transitions will be a key part of your responsibility as you make impactful contributions to new onboarding processes. Key Responsibilities:
- Supervise Transition Planners and provide mentorship
- Educate team members on compliance and operational policies
- Track and report transition progress to stakeholders
- Lead presentations and training for Financial Advisors
- Coordinate branch support and documentation processes
- Minimum 5 years in financial services or investment brokerage
- Excellent proficiency with MS Office and presentation skills
- Experience in supervisory roles preferred
- Valid driver’s license for travel
- Strong organizational and problem-solving skills
L'offre d'emploi a été publiée il y a 18 heures
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