Advisor Onboarding Tech Lead (Hybrid)

Raymond James Financial, Inc.; Saint Petersburg (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance

Retirement Savings

Paid Time Off

Parental Leave

Job summary

Raymond James Financial, Inc. in St. Petersburg, FL seeks a Transition Technology Consultant to blend project management, technology enablement, and advisory support for new Financial Advisors.

You will lead onboarding workstreams, deliver hands-on training, optimize processes, and collaborate with technology, operations, compliance, and architecture teams to ensure a smooth transition.

Qualifications

• Client-centric mindset with a passion for service.
• Project management expertise with attention to timelines.
• Technical and analytical ability to interpret requirements.
• Clear, adaptable communication for diverse audiences.
• Process-oriented thinking to document and improve workflows.
• Independent yet collaborative with mentoring capability.

Responsibilities

• Onboard and enable transitioning Financial Advisors as the primary technology liaison.
• Lead onboarding workstreams ensuring milestones, deliverables, and timelines are met.
• Conduct virtual and in-person training on Raymond James platforms and workflows.
• Document as-is and to-be workflows; create process maps and transition documentation.
• Collaborate with technology, operations, compliance, and enterprise architecture teams.

Job description

Raymond James Financial, Inc. in St. Petersburg, FL seeks a Transition Technology Consultant to blend project management, technology enablement, and advisory support for new Financial Advisors.

You will lead onboarding workstreams, deliver hands-on training, optimize processes, and collaborate with technology, operations, compliance, and architecture teams to ensure a smooth transition.