Succession Planning & Acquisition Specialist

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); Hybrid; USD 65,000 - 96,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life Insurance

Disability benefits

Retirement savings

Paid time off

Job summary

Raymond James & Associates, Inc. seeks a qualified professional to support business succession planning for financial advisors, coordinating documentation and liaising with internal teams and external stakeholders.

You will perform tasks from plan development to case closing with precision and efficacy. The role emphasizes organization, CRM use, and multi-project management in a client-facing environment, with a focus on professional conduct and service quality.

Qualifications

• Bachelor’s degree in Business Administration or Finance.
• 1–3 years securities industry experience preferred.
• Direct interaction with financial professionals is preferred.

Responsibilities

• Serve as liaison with stakeholders to resolve routine matters.
• Assist advisors with succession planning and documentation.
• Coordinate webinars, meetings, and travel.
• Establish and maintain files and data management systems.
• Act as closing specialist for succession cases and logging in CRM/Salesforce.

Skills

Organizational and time management

Microsoft Office

Excel

PowerPoint

CRM

Salesforce

Communication skills

Data analysis

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Tools

CRM systems

Salesforce

Job description

Raymond James & Associates, Inc. seeks a qualified professional to support business succession planning for financial advisors, coordinating documentation and liaising with internal teams and external stakeholders.

You will perform tasks from plan development to case closing with precision and efficacy. The role emphasizes organization, CRM use, and multi-project management in a client-facing environment, with a focus on professional conduct and service quality.