• Head of Advisor Transitions…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Integration:** Oversee the implementation and optimization of technology platforms used in advisor transitions . Collaborate with IT and digital teams to enhance ... success and operational effectiveness. Lead cross-functional initiatives to improve advisor onboarding and retention. + **Project & Change Management:** Manage… more
    Raymond James Financial, Inc. (12/06/25)
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