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_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.