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Transition Consulting Lead - Financial Onboarding

100 Raymond James & Associates, Inc.

100 Raymond James & Associates, Inc. is looking for a Manager to lead the Transition Consultants Team in Saint Petersburg, Florida. This role involves managing a team of 10-12 consultants handling complex onboarding projects for financial advisors. You will oversee daily operations, contribute to business planning, and ensure outstanding customer service. The ideal candidate has 6-10 years of general experience, including managerial roles, strong communication skills, and deep knowledge of financial advisory services. The position offers a hybrid work model with less than 25% travel. #J-18808-Ljbffr

Vacancy posted 4 days ago
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