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Mass Account Transfers Operations Lead (Hybrid)

Raymond James

Saint Petersburg, FL

Raymond James seeks an experienced Mass Account Transfers Operations Consultant to lead large-scale account transition initiatives across acquisitions and onboarding programs. You will coordinate with Private Client Group leadership, Operations, Technology, Compliance, Risk, and external partners to ensure seamless execution and an exceptional advisor and client experience. The role requires a strong operational lead, project management skills, and the ability to balance business needs with #J-18808-Ljbffr

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Vacancy posted 2 days ago
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