This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 days per week averaging 12 days per month in one of the following locations: Saint Petersburg, FL or Memphis, TN.
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Key Responsibilities
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Advisor Onboarding & Enablement
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Serve as the primary technology liaison for transitioning Financial Advisors, delivering tailored, hands-on support throughout the onboarding journey.
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Lead structured onboarding workstreams, ensuring milestones, deliverables, and timelines are met with precision.
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Conduct virtual and in-person training sessions to guide advisors through Raymond James platforms, tools, and workflows.
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Process & Workflow Optimization
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Document and analyze current ("as-is") and future-state ("to-be") workflows to identify opportunities for efficiency and enhanced advisor experience.
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Define and maintain key business artifacts, including process maps and transition documentation, aligned with enterprise standards.
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Cross-Functional Collaboration
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Partner with internal teams across technology, operations, compliance, and enterprise architecture to ensure a coordinated and seamless transition experience.
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Lead or support workstreams within broader transformation programs, ensuring alignment with organizational goals.
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Strategic Analysis & Continuous Improvement
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Gather and interpret technical requirements through meetings, workflow analysis, and stakeholder engagement.
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Monitor emerging technologies and industry trends to assess their impact on advisor transitions and recommend enhancements.
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Analyze data from diverse sources to inform decisions, identify gaps, and support strategic initiatives.
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Thought Leadership & Development
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Maintain a strong understanding of Raymond James' technology ecosystem, regulatory environment, and advisor needs.
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Pursue ongoing professional development, certifications, and training to enhance personal and team capabilities.
Qualifications & Skills
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Client-Centric Mindset: Passionate about delivering exceptional service and creating a positive first impression for new advisors.
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Project Management Expertise: Proven ability to manage multiple onboarding timelines and deliverables with attention to detail.
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Technical & Analytical Acumen: Ability to interpret business requirements, perform gap analyses, and visualize future-state solutions.
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Effective Communication: Skilled in translating complex technology into clear, relatable terms for diverse audiences.
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Process-Oriented Thinking: Experienced in documenting and improving business processes to drive clarity and efficiency.
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Independent & Collaborative: Able to work autonomously while contributing to cross-functional teams and mentoring others.
Why Join Raymond James?
You'll be part of a team that plays a critical role in shaping the first impression of Raymond James for new advisors. Your work will directly impact their success and satisfaction-making this a highly visible and rewarding position. If you thrive in structured project environments, enjoy helping others succeed, and have a passion for technology and transformation, this role is for you.