Head of Advisor Talent Development & Readiness

Raymond James; Saint Petersburg (FL); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings plan

Paid time off

Job summary

Raymond James, a leading financial services firm in the United States, seeks a Head of Advisor Talent Development to define and execute an enterprise strategy for advisor success across the lifecycle. This leader will own the integrated talent ecosystem, guiding sourcing, onboarding, development, teaming, and practice readiness to drive productivity, retention, and long-term growth.

The role emphasizes building frameworks, defining metrics tied to business outcomes, and modernizing tools with

Qualifications

• Bachelor’s: Business Administration

Responsibilities

• Define and execute enterprise advisor talent strategy focused on early-career advisor success and long-term pipeline health.
• Build integrated frameworks connecting sourcing, onboarding, development, teaming, and practice execution.
• Establish advisor success metrics tied to business outcomes, not program completion.
• Lead onboarding, training, and development programs for new financial advisors.
• Design structured career pathways from new advisor to established producer and team contributor.
• Define competency models and milestone-based development expectations.
• Own enterprise new advisor teaming strategy and governance.
• Create structured processes to identify and match solo advisors seeking team environments and teams seeking growth talent.
• Define and operationalize “practice readiness” across advisor lifecycle stages.
• Ensure advisors are prepared to run a business, not just complete training.
• Build readiness standards across business planning, client acquisition and growth, practice management, technology and CRM proficiency.
• Establish readiness assessments and transition benchmarks.
• Define coaching standards and scalable coaching models for new financial advisors.
• Improve new advisor experience across onboarding, development, teaming, and early practice stages.
• Build mentoring, peer networks, and advisor communities.
• Lead integration of AI, digital learning, and analytics into advisor development and readiness.

Education

Bachelor’s: Business Administration

Job description

Raymond James, a leading financial services firm in the United States, seeks a Head of Advisor Talent Development to define and execute an enterprise strategy for advisor success across the lifecycle. This leader will own the integrated talent ecosystem, guiding sourcing, onboarding, development, teaming, and practice readiness to drive productivity, retention, and long-term growth.

The role emphasizes building frameworks, defining metrics tied to business outcomes, and modernizing tools with