Job summary
Job post source
This job is directly from Raymond James
Job overview
The Transition Consultant role at Raymond James focuses on advising new advisor transitions, providing specialist guidance on policies, processes, and administrative procedures to support business strategy and client service.
Responsibilities and impact
The consultant will resolve complex issues, design and test processes, supervise a customer service team, ensure compliance, and develop professional skills while contributing to organizational goals and client relationships.
Experience and skills
Candidates need 3 to 6 years of experience, a high school diploma, and must have or obtain SIE, Series 7, and Series 63 (or 66) licenses within six months; strong communication, analytical, and leadership skills are essential.
Career development
The role encourages professional growth through training, coaching, accreditation, and participation in development planning activities.
Work environment and culture
Raymond James promotes a people-first culture valuing diversity, integrity, client-first values, and continuous improvement in a remote work environment.
Company information
Raymond James is a financial services firm emphasizing client-first values, integrity, independence, and long-term conservative views.
Team overview
The candidate will act as a first-line supervisor of a customer service support team, playing a key role in achieving productivity and turnaround targets.
Job location and travel
This is a remote position with less than 25% travel required.
Unique job features
The job includes unique responsibilities such as combining technical guidance with supervisory duties and requires securities licensing, distinguishing it from typical consultant roles.
Company overview
Raymond James is a diversified financial services company providing investment banking, wealth management, and asset management services. Founded in 1962 by Robert James, the firm has grown through strategic acquisitions and organic growth, establishing a strong presence in the U.S. and internationally. They generate revenue through advisory fees, commissions, and interest income. Notably, Raymond James is known for its client-first approach and robust financial advisor network, making it a reputable choice for both clients and employees.
How to land this job
Position your resume to highlight your expertise in interpreting and applying complex policies and procedures, as well as your ability to resolve issues and provide guidance independently, which aligns perfectly with Raymond James' need for a Transition Consultant who can act without supervision and provide technical guidance.
Emphasize your skills in analyzing problems, designing processes, managing administrative systems, and leading teams to meet productivity targets, showcasing your capacity to contribute to business strategy and support internal clients effectively.
Apply through multiple channels like Raymond James' corporate careers page and LinkedIn to maximize your chances, ensuring your application stands out by reflecting keywords such as 'policy interpretation,' 'process design,' 'team supervision,' and 'compliance management' from the job description.
Connect with current employees in the New Advisor Transitions or related divisions on LinkedIn; initiate conversations by referencing Raymond James' client-first culture or asking about how the team drives continuous improvement, which demonstrates your genuine interest and knowledge of their values.
Optimize your resume for ATS by incorporating key phrases like 'Securities Industry Essentials (SIE),' 'Series 7 and 63 licenses,' 'gap analysis,' 'business case creation,' and 'technical guidance' to ensure it passes automated screenings effectively.
Leverage Jennie Johnson's Power Apply feature to automate multi-channel applications, tailor your resume with relevant keywords, and identify LinkedIn contacts in the division, allowing you to focus your energy on preparing for interviews and networking effectively.
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