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Job description
Job Description
This position follows a hybrid-friendly schedule: 3 in-office days per week, averaging 12 days per month, in either St. Petersburg, FL or Southfield, MI.
Overview
The Director will oversee multiple teams responsible for training, onboarding, quality assurance, documentation, and internal support. Responsibilities include designing scalable programs, establishing quality standards, and leading operations for account opening, advisor support, and transition processes.
Responsibilities
Develop and deliver operational plans aligned with organizational strategy.
Manage performance of the function, set objectives, and hold direct reports accountable.
Communicate strategy and promote the organization’s mission and values.
Develop strategy for significant areas of responsibility and ensure successful implementation.
Identify required capabilities, evaluate gaps, and prioritize development activities.
Required Skills
Review and evaluate recommendations and develop appropriate action plans.
Adapt thinking to changing circumstances to achieve higher efficiencies.
Plan and manage small projects within cost, time, and quality parameters.
Licenses/Certifications
SIE required or ability to obtain within 120 days.
Series 99 required or ability to obtain within 120 days.
Education
High School (HS) required.
Work Experience
More than 15 years of general experience; 10 to 15 years of managerial experience.
Certifications
Series 99 Operations Professional Examination and Securities Industry Essentials Exam (SIE).
Travel
Less than 25%.
Workstyle
Hybrid.
Compensation and Benefits
Base salary with potential for bonuses or commissions, plus benefits including medical, dental, vision, life insurance, critical illness insurance, accident insurance, disability benefits, retirement savings, paid time off, and parental leave. Eligibility and offerings may vary.
EEO Statement
Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Worksite address
saint petersburg, FL, 33739, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.