Raymond James Financial, Inc

Mass Account Transfers Operations Consultant

Raymond James Financial, Inc • $95K — $115K *
St. Petersburg, FL 33710In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, or equivalent experience.
  • Significant experience in financial services operations or brokerage operations.
  • Experience with account transitions, conversions, and large-scale operational initiatives.
  • Demonstrated project management and cross-functional leadership skills.
  • Strong understanding of operational processes and regulatory considerations in financial services.
  • Exceptional communication skills to influence diverse stakeholders.
  • Proven ability to drive accountability and deliver results in a fast-paced environment.

Responsibilities

  • Lead large-scale mass account transfer initiatives for acquisitions and onboarding.
  • Serve as the primary operational contact throughout the conversion lifecycle.
  • Manage multiple concurrent projects across various teams.
  • Facilitate project meetings, provide updates, and resolve issues.
  • Develop and execute project plans and communication strategies.
  • Build partnerships with Private Client Group leaders and stakeholders.
  • Analyze operational challenges and propose effective solutions.

Benefits

  • Medical, dental, and vision insurance.
  • Life and critical illness insurance.
  • Disability benefits.
  • Retirement savings plan.
  • Paid time off including vacation and sick leave.
Full Job Description
Job Description Summary
Raymond James is seeking a highly skilled Mass Account Transfers Operations Consultant to lead and coordinate large-scale account transition initiatives that support acquisitions, business conversions, and strategic onboarding projects across the firm. This role serves as the operational lead for complex account transfer programs, partnering closely with Private Client Group leadership, Operations, Technology, Compliance, Risk, and external stakeholders to ensure seamless execution and exceptional advisor and client experience.

This is a highly visible role that requires strong operational expertise, project management capabilities, stakeholder influence, and the ability to connect multiple business functions to successfully deliver large-scale transitions. The consultant acts as the face of the conversion process alongside business partners and plays a critical role in driving execution from planning through completion.

Job Description

Key Responsibilities
  • Lead large-scale mass account transfer initiatives related to acquisitions, advisor transitions, business conversions, and onboarding programs.
  • Serve as the primary operational point of contact throughout the conversion lifecycle, partnering with internal stakeholders and external organizations.
  • Manage multiple concurrent projects, coordinating activities across Operations, Technology, Compliance, Legal, Risk, Service, and business leadership teams.
  • Facilitate and lead recurring project meetings, provide status updates, identify risks, and drive timely issue resolution.
  • Develop and execute project plans, timelines, communication strategies, and implementation activities to ensure successful outcomes.
  • Build strong partnerships with Private Client Group leaders, advisors, and business stakeholders to support transition objectives.
  • Analyze complex operational challenges and identify solutions that balance business needs, operational requirements, and regulatory considerations.
  • Influence stakeholders across multiple departments to ensure alignment, accountability, and execution against project milestones.
  • Monitor project progress and proactively address obstacles, dependencies, and resource needs.
  • Create and deliver communications tailored to various audiences, including senior leadership, advisors, operational teams, and external partners.
  • Drive operational excellence while maintaining a strong focus on service quality, risk mitigation, and client experience.


Qualifications
  • Bachelor's degree in related field (Business, Finance, Accounting) preferred OR equivalent combination of education, training, and experience.
  • Significant experience in financial services operations, brokerage operations, wealth management operations, or related areas.
  • Experience supporting account transitions, conversions, acquisitions, advisor onboarding, or large-scale operational initiatives.
  • Demonstrated project management and cross-functional leadership experience.
  • Strong understanding of operational processes, controls, and regulatory considerations within financial services.
  • Exceptional written and verbal communication skills with the ability to influence diverse stakeholder groups.
  • Proven ability to take ownership, drive accountability, and deliver results in a fast-paced environment.
  • Strong analytical and problem-solving skills with the ability to identify root causes and implement effective solutions.


Knowledge, Skills & Abilities
  • Strong operational and technical knowledge within financial services.
  • Ability to navigate ambiguity and manage complex projects with multiple stakeholders.
  • Excellent relationship management and consulting skills.
  • Ability to influence outcomes without direct authority.
  • Strong organizational skills with attention to detail and follow-through.
  • Demonstrated ability to "connect the dots" across teams and identify the right partners to achieve business objectives.
  • Advanced client service orientation and commitment to delivering high-quality results.
  • Ability to independently manage priorities while maintaining a strategic perspective.


Preferred
  • Experience with mass account transfers, business conversions, acquisition integrations, or transition management.
  • Experience partnering with technology, compliance, risk, and business leadership teams on enterprise initiatives.
  • Project management certification or formal project leadership experience.


Licenses & Certifications
  • Securities Industry Essentials (SIE) highly preferred
  • Series 99 highly preferred


Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)

Work Experience
General Experience - 6 to 10 years

Certifications
s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel
Less than 25%

Workstyle
Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Raymond James Financial, Inc

More Finance & Insurance Jobs

Find similar Mass Account Transfers Operations Consultant jobs:

NationwideSt. Petersburg, FL