Strategic Succession Operations Specialist

Raymond James; Saint Petersburg (FL); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Raymond James in Saint Petersburg, FL is seeking a Succession & Acquisition Consultant to support financial advisors in business succession planning and teaming processes. You will work independently with supervision to apply procedures and resolve routine issues, serving as a resource across the firm.

You will draft, review, and record succession and purchase agreements, coordinate webinars and events, and maintain CRM/Salesforce case logs.

Qualifications

• Bachelor’s degree and 1–3 years securities industry experience preferred.
• Knowledge of succession planning, mergers and acquisitions best practices.
• Hybrid work environment and strong organizational skills.

Responsibilities

• Act as liaison with internal and external stakeholders to resolve routine matters.
• Assist in establishing business continuity, succession plans, and related documentation.
• Draft, review, and record succession and purchase agreements.
• Manage CRM/Salesforce case updates and payment processing when required.
• Coordinate webinars, meetings, events, and travel arrangements.
• Maintain files, inventories, and data management systems.

Skills

Organizational skills

Communication

Time management

Microsoft Office

CRM / Salesforce

Problem solving

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Tools

Salesforce

CRM systems

Job description

Raymond James in Saint Petersburg, FL is seeking a Succession & Acquisition Consultant to support financial advisors in business succession planning and teaming processes. You will work independently with supervision to apply procedures and resolve routine issues, serving as a resource across the firm.

You will draft, review, and record succession and purchase agreements, coordinate webinars and events, and maintain CRM/Salesforce case logs.