Director, Transitions Operations — Hybrid Leader

Socket.dev

Saint Petersburg (FL)

On-site

USD 120,000 - 190,000

Full time

8 days ago
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Benefits offered by this job

Benefits package
Hybrid schedule

Job summary

Raymond James is seeking a Director of Operations for Transitions Management in a hybrid role based in St. Petersburg, FL.

You will lead strategic operations across a large workforce, develop scalable processes, and partner with Recruiting, Marketing, Risk, and other departments to deliver exceptional advisor experiences. The role requires senior leadership experience, a strong onboarding lifecycle understanding, and a commitment to collaboration and continuous improvement.

Qualifications

  • Bachelor's degree requirement in relevant fields (Accounting/Business/Finance).
  • Extensive leadership experience with a track record of developing leaders.
  • Experience managing large teams and cross-functional programs.

Responsibilities

  • Lead operational strategy, execution, and continuous improvement of shared services for advisor transitions.
  • Oversee a large team of associates, contractors, and leaders to support business growth.
  • Drive collaboration across Recruiting, supervision, Core Operations, Marketing, Registrations, Risk, and other teams.
  • Develop scalable processes to enhance advisor and associate experiences while balancing risk and efficiency.
  • Manage training, onboarding, and performance for a contract workforce of 80–100 people.
  • Represent Transitions Management across the organization and at advisor events.

Skills

Change leadership
Talent development
Lead leaders
Cross-functional collaboration
Process improvement
Strategic thinking
Client collaboration

Education

Bachelor's in Accounting
Bachelor's in Business Administration
Bachelor's in Finance
High School Diploma

Job description

Raymond James is seeking a Director of Operations for Transitions Management in a hybrid role based in St. Petersburg, FL.

You will lead strategic operations across a large workforce, develop scalable processes, and partner with Recruiting, Marketing, Risk, and other departments to deliver exceptional advisor experiences. The role requires senior leadership experience, a strong onboarding lifecycle understanding, and a commitment to collaboration and continuous improvement.

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