Raymond James
Executive Director, Advisor Transitions & Onboarding
Raymond James, St. Petersburg, Florida, United States, 33739
A financial services firm in St. Petersburg, FL is seeking a Head of Advisor Transitions. This role requires a strategic leader who will oversee the onboarding of new financial advisors, manage transition projects, and ensure compliance with regulatory standards. The ideal candidate will have over 15 years of experience, strong leadership skills, and expertise in operations. This position offers a hybrid work arrangement, balancing in-office collaboration with flexible remote work.
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