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Job Description Summary

At Raymond James, we believe that every advisor transition should be seamless, strategic, and empowering. As a Transition Technology Consultant, you will play a pivotal role in delivering a white-glove onboarding experience for Financial Advisors joining the firm. This high-impact role blends project management, technology enablement, and consultative support to ensure advisors are equipped and confident from day one.

Job Description

_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

+ **Advisor Onboarding & Enablement**

+ Serve as the primary technology liaison for transitioning Financial Advisors, delivering tailored, hands-on support throughout the onboarding journey.

+ Lead structured onboarding workstreams, ensuring milestones, deliverables, and timelines are met with precision.

+ Conduct virtual and in-person training sessions to guide advisors through Raymond James platforms, tools, and workflows.

+ **Process & Workflow Optimization**

+ Document and analyze current (“as-is”) and future-state (“to-be”) workflows to identify opportunities for efficiency and enhanced advisor experience.

+ Define and maintain key business artifacts, including process maps and transition documentation, aligned with enterprise standards.

+ **Cross-Functional Collaboration**

+ Partner with internal teams across technology, operations, compliance, and enterprise architecture to ensure a coordinated and seamless transition experience.

+ Lead or support workstreams within broader transformation programs, ensuring alignment with organizational goals.

+ **Strategic Analysis & Continuous Improvement**

+ Gather and interpret technical requirements through meetings, workflow analysis, and stakeholder engagement.

+ Monitor emerging technologies and industry trends to assess their impact on advisor transitions and recommend enhancements.

+ Analyze data from diverse sources to inform decisions, identify gaps, and support strategic initiatives.

+ **Thought Leadership & Development**

+ Maintain a strong understanding of Raymond James’ technology ecosystem, regulatory environment, and advisor needs.

+ Pursue ongoing professional development, certifications, and training to enhance personal and team capabilities.

Qualifications & Skills

+ **Client-Centric Mindset:** Passionate about delivering exceptional service and creating a positive first impression for new advisors.

+ **Project Management Expertise:** Proven ability to manage multiple onboarding timelines and deliverables with attention to detail.

+ **Technical & Analytical Acumen:** Ability to interpret business requirements, perform gap analyses, and visualize future-state solutions.

+ **Effective Communication:** Skilled in translating complex technology into clear, relatable terms for diverse audiences.

+ **Process-Oriented Thinking:** Experienced in documenting and improving business processes to drive clarity and efficiency.

+ **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.

Education

High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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