Job Description Summary

Leads the design, preparation, and coordination of programs and projects.

Job Description

Position Summary

We are seeking a Senior Manager, RJA Onboarding Manager who partners with the Transitions Team and RJA market executives to ensure successful onboarding programs specifically for financial advisors joining the organization. This role ensures new advisors transition smoothly, understand compliance requirements, and quickly build client relationships. The position requires deep knowledge of financial services, regulatory standards, and advisor success strategies.

This is a Hybrid role with In-Office presence requirements at least 3 days/week

Key Responsibilities

• Lead and manage the end-to-end onboarding journey for new branches and advisor teams, from transition through graduation.
• Partner with RJA market executives and divisional leadership to design and execute tactical advisor and team onboarding strategies aligned with business goals.
• Build scalable, repeatable processes that support growth while remaining agile to meet unique advisor needs.
• Serve as the central liaison between Transitions, divisional leaders, transition teams, and internal departments.
• Create and maintain onboarding playbooks, templates, and workflows to ensure consistency and excellence across all divisions.
• Monitor onboarding KPIs and continuously improve workflows to enhance advisor satisfaction and operational efficiency.
• Lead, develop, and retain a high-performing processes that thrives on collaboration, ownership, and service excellence.
• Represent RJA as an onboarding subject matter expert in recruiting presentations and strategic planning sessions.
• Provide ongoing operational support to divisional management, ensuring seamless execution of business initiatives.

Knowledge of

• Financial industry and strong understanding of wealth management, investment products, and compliance requirements
• Basic business administration principles.
• Economic and accounting principles and practices.

Skill in

• Concierge level customer service experience.
• Interpersonal, project management, problem-solving and decision making skills.

Ability to

• Work independently and collaboratively within a team environment.
• Be receptive to both internal and external clients’ needs.
• Establish and maintain effective working relationships at all levels of the organization.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing.
• Balance conflicting resource and priority demands.
• Provide a high level of customer service.

Qualifications

Education: Bachelor’s degree in Business, Finance, or related field

Experience: 6+ years in financial services, with experience in advisor onboarding or practice management.

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.

• Series 7 required.

Travel

At Least 25%-50%

Education

Bachelor’s: Business Administration/Management, Bachelor’s: Finance

Work Experience

General Experience - 6 to 10 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Up to 50%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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