Head of Advisor Transitions | St. Petersburg, FL
About The Position
Raymond James is seeking a senior enterprise operator to lead and scale a high-volume Advisor Transitions organization within our Operations division support our domestic Private Client Group Business. This function is mission-critical to advisor recruiting, retention, and firm growth. The organization transitions approximately 425 advisor teams annually and includes roughly 150 associates across project management, onboarding, technology support and operational readiness. We are seeking a senior leader who can integrate quickly while managing relationships with key PCG stakeholders, maintain operational rigor, and organizational transformation to sustainably scale the function. This role should be viewed as the COO of Transitions, with enterprise visibility and impact. This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be a minimum of 3 per week, averaging 12 days per month, at our St. Petersburg, FL Corporate Headquarters.
Requirements
- 15+ years of progressive leadership experience
- Demonstrated success leading 100+ person operations organizations
- Proven track record scaling high-volume, revenue-adjacent operations
- Deep experience with capacity modeling and workflow design
- Drives standardization without sacrificing client experience
- Uses data to manage performance and forecast demand
- Understands advisor economics and recruiting dynamics
- Aligns operational strategy with firm growth objectives
- Proven ability to upgrade leadership bench strength
- Establishes clear performance expectations and accountability
- Successfully reshaped and modernized large teams
- Champions automation and digital enablement
- Partners effectively with technology organizations
- Simplifies legacy workflows
- Decisive and performance-oriented
- High emotional intelligence
- Comfortable managing cross-functional tension
- Strong executive presence
- Bias for action and simplification
- High School (HS) (Required)
- General Experience - More than 15 years
- Manager Experience - More than 15 years
Nice To Haves
- Financial services experience strongly preferred (wealth management, custodian, clearing, brokerage, or large-scale onboarding environments)
- Series 7 - Not required, but highly preferred.
Responsibilities
- Scale operational throughput while improving advisor experience
- Design and implement a capacity model aligned to recruiting growth targets
- Standardize and segment service models based on transition complexity
- Improve cycle times, first-time-right metrics, and risk controls
- Elevate leadership bench strength and organizational performance
- Partner closely with Private Client Group leadership and recruiting teams
- Drive automation and process modernization initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
