• Director, Advisor Recruitment (West)

    Raymond James Financial, Inc. (Salem, OR)


    Job Summary

    The Director of Advisor Recruitment leads a team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions. Reporting directly to the Head of Business Development, this role translates strategic recruitment goals into actionable plans, oversees execution, and ensures a consistent, high-quality advisor experience. The Director plays a key role in expanding the firm’s reach, improving recruitment outcomes, and developing team capabilities.

     

    Associate in this role will be located on the West Coast.

     

    Essential Duties and Responsibilities

     

    Lead and manage a team of Business Development Consultants, providing coaching, performance feedback, and professional development. Translate strategic recruitment goals into operational plans and ensure alignment with divisional objectives. Oversee the execution of advisor recruitment activities, including sourcing, prospect engagement, and home office visit coordination. Monitor recruitment metrics and trends to evaluate effectiveness and identify opportunities for improvement. Collaborate with cross-functional teams (e.g., Transition Services, Marketing, Compliance) to ensure a seamless advisor onboarding experience. Expand the diversity and quality of advisor candidate pipelines through innovative sourcing strategies and partnerships. Represent Raymond James at industry events, conferences, and networking functions to promote the firm and build relationships. Contribute to the development and implementation of best practices across the recruitment function. Partner with senior leadership to refine messaging, positioning, and recruitment processes. Ensure compliance with industry regulations and internal policies throughout the recruitment lifecycle.

    Qualifications

    Knowledge of:

    Financial advisor business models and practice structures. Securities industry regulations and compliance standards. Recruitment and talent acquisition strategies in financial services. Strategic planning and performance management. Business development and relationship management best practices.

    Skill in:

    Leading and developing high-performing teams. Communicating effectively with internal and external stakeholders. Analyzing recruitment data and translating insights into action. Managing multiple priorities and projects in a fast-paced environment. Building and maintaining strong professional networks.

    Ability to:

    Inspire and motivate team members toward shared goals. Solve complex problems and make data-driven decisions. Influence outcomes through strategic relationship-building. Travel as needed to support recruitment efforts and attend events.

     

    Educational/Previous Experience Requirements

     

    Bachelor’s degree in business, finance, marketing, or related field. Minimum of twelve (12) years of experience in financial services, with at least five (5) years in advisor recruitment and team leadership. Experience managing recruitment teams and working with independent advisors or broker-dealer environments preferred.

     

    Licenses/Certifications

     

    SIE required (unless exempt). Series 7 and 9/10 (or 24) required, or ability to obtain within 6 months.