Advisor Transitions Supervisor - Onboarding & Accounts

Raymond James; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Hybrid work schedule

Job summary

Raymond James in St. Petersburg, FL, is seeking a Supervisor of New Advisor Transitions to lead onboarding of financial advisors and oversee the Account Openings Team. This role combines in-office collaboration with a hybrid schedule.

The ideal candidate has a strong technical aptitude, a learning mindset, and experience using Smartsheet for project coordination, reporting, and workflow automation. You will guide a team to deliver accurate, timely transitions and ensure service quality.

Qualifications

• Leadership and team supervision experience.
• Project coordination and process improvement.
• Strong communication and collaboration skills.
• Proficiency with Smartsheet is highly preferred.

Responsibilities

• Supervise a team across multiple account-opening workflows.
• Develop work schedules and allocate resources to meet commitments.
• Oversee risk management and report variances to leadership.
• Communicate action plans and align with firm strategy.
• Lead process improvements and ensure regulatory compliance.

Skills

Leadership

Team supervision

Project coordination

Communication

Risk management

Budget tracking

Remote collaboration

Education

High School Diploma or equivalent

Tools

Smartsheet

Job description

Raymond James in St. Petersburg, FL, is seeking a Supervisor of New Advisor Transitions to lead onboarding of financial advisors and oversee the Account Openings Team. This role combines in-office collaboration with a hybrid schedule.

The ideal candidate has a strong technical aptitude, a learning mindset, and experience using Smartsheet for project coordination, reporting, and workflow automation. You will guide a team to deliver accurate, timely transitions and ensure service quality.