Hybrid Director, New Account Operations & Onboarding

Raymond James; Southfield (MI); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Benefits package including health, Rx,

Hybrid work model

Job summary

Raymond James is seeking a Director of New Account Operations to lead a multi-level organization with managers and supervisors. You will oversee teams focused on service excellence, onboarding, call quality analytics, documentation, and advisor experience across the firm.

The role requires driving data-driven improvements, setting quality standards, and partnering with cross-functional stakeholders to streamline onboarding and improve cycle times. Hybrid work is available.

Qualifications

• Demonstrated ability to review and implement strategic operational plans.
• Ability to adapt leadership style to large, multi-level organizations.
• Experience planning and managing projects within cost/time/quality constraints.

Responsibilities

• Develop and deliver operational plans and outcomes for a large portion of the business.
• Manage performance, set objectives for direct reports, and ensure achievement of annual goals.
• Lead cross-functional strategy to improve onboarding, advisor experience, and service quality.

Skills

Review recommendations

Adaptability mindset

Project planning

Workflow optimization

Education

High School (HS)

Job description

Raymond James is seeking a Director of New Account Operations to lead a multi-level organization with managers and supervisors. You will oversee teams focused on service excellence, onboarding, call quality analytics, documentation, and advisor experience across the firm.

The role requires driving data-driven improvements, setting quality standards, and partnering with cross-functional stakeholders to streamline onboarding and improve cycle times. Hybrid work is available.