Mass Account Transfers Program Lead

Raymond James, Inc.; Memphis (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Benefits package

Job summary

Raymond James is seeking a Mass Account Transfers Operations Consultant to lead conversions and drive department initiatives across multiple teams. The role requires coordinating schedules, stakeholders, and milestones to ensure timely, compliant execution.

The ideal candidate brings 6–10 years in financial services operations, strong project management skills, and experience with onboarding, transfers, and governance in a regulated environment.

Qualifications

• Bachelor's degree in Business, Finance, Operations Management, or related field.
• SIE license highly preferred; Series 99 preferred.
• 6–10 years of general experience in operations or financial services.
• Experience leading complex cross-team initiatives.

Responsibilities

• Lead mass account transfer conversions and department initiatives.
• Manage project plans, timelines, milestones, dependencies, risks, and deliverables.
• Coordinate activities across Operations, Technology, Compliance, Risk, Finance, and business teams.
• Facilitate meetings and stakeholder discussions to drive alignment, decision-making, and issue resolution.
• Monitor project progress and address risks, issues, and roadblocks.
• Identify opportunities to improve operational efficiency, scalability, controls, and client experience.

Skills

Project management

Stakeholder coordination

Financial services operations

Process improvement

Regulatory awareness

Education

Bachelor's degree in Business/Finance/Operations

Tools

Excel

PowerPoint

Word

Job description

Raymond James is seeking a Mass Account Transfers Operations Consultant to lead conversions and drive department initiatives across multiple teams. The role requires coordinating schedules, stakeholders, and milestones to ensure timely, compliant execution.

The ideal candidate brings 6–10 years in financial services operations, strong project management skills, and experience with onboarding, transfers, and governance in a regulated environment.