Strategic Transitions Manager | New Advisor Transitions - Travel Required

Job description

Job Description Summary Job Description: This role requires up to 50% travel. Must live near a major airport hub. We are looking for a highly organized, client-centric Strategic Transitions Manager to deliver a premium onboarding experience for Financial Advisors (and their teams) undergoing strategic transitions with substantial assets. This role is responsible for leading the design and execution of the transition supporting the seamless integration of complex, high-performing financial advisors and large practices into Raymond James & Associates (RJA) and Raymond James Financial Services (RJFS). Operating with minimal oversight, the Strategic Transitions Manager applies deep industry expertise to independently manage high-impact initiatives that require strategic insight, innovation, and sound judgment. The role involves close collaboration with home office teams to proactively identify, investigate, and resolve transition-related challenges, including Mass Account Transfers (MAT). This individual ensures a smooth and personalized transition experience by overseeing process, coordinating documentation, delivering customized training, and providing hands-on support throughout the...