Embrace a leadership role as Transition Team Assistant Manager at Raymond James, focusing on effective onboarding and team guidance. This position fuses operational oversight with strategy to optimize advisor transitions.

In this impactful role, you will lead a dedicated team of Transition Planners and Administrators. Your responsibilities extend to fostering team performance and ensuring strategies align with department goals. A background in investment brokerage is essential for customizing transition plans and overseeing operational efficiency.

Key Responsibilities:

- Direct oversight of Transition teams and operations
- Mentor and coach team members for performance improvement
- Manage onboarding processes for Financial Advisors




- Ensure compliance with operational standards
- Collaborate with stakeholders for successful transitions

Requirements:

- 5+ years in the Investment Brokerage sector
- Completion of the Conduct and Practices Handbook (CPH)
- Robust organizational and interpersonal skills
- Proficiency in Dataphile and CRM systems
- Proven leadership within financial applications

Unlock your potential leading transitions for advisors at Raymond James, enhancing both performance and client satisfaction.

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📌 Transition Team Leadership Role at Raymond James (Vancouver)
🏢 Socket.dev
📍 Vancouver