Raymond James Financial, Inc

VP, Head of New Advisor Talent Development & Strategy

Raymond James Financial, Inc$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration
  • More than 15 years of general experience
  • 10 to 15 years of managerial experience
  • Proven track record in advisor development and team dynamics
  • Strong understanding of advisor lifecycle and practice readiness

Responsibilities

  • Define and execute an enterprise advisor talent strategy
  • Build integrated frameworks for advisor sourcing and development
  • Establish advisor success metrics linked to business outcomes
  • Lead onboarding and training programs for new financial advisors
  • Create structured career pathways for advisor development
  • Own the enterprise new advisor teaming strategy
  • Operationalize advisor practice readiness across lifecycle stages

Benefits

  • Medical, dental, and vision coverage
  • Life and accident insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave
Full Job Description
Job Description Summary
The Head of Advisor Talent Development & Strategy is responsible for defining and executing the firm's enterprise strategy for developing, accelerating, and sustaining advisor success across the full advisor lifecycle. This leader owns the integrated advisor talent ecosystem, including new advisor sourcing, development, teaming, and advisor practice readiness, ensuring advisors are fully prepared to build and sustain high-performing practices.

This role goes beyond training and program oversight to serve as the architect of advisor talent strategy-connecting sourcing, development, teaming, coaching, and practice readiness into a unified model that drives advisor productivity, retention, and long-term firm growth.

Job Description

Advisor Talent Strategy:
  • Define and execute enterprise advisor talent strategy focused on early-career advisor success and long-term pipeline health.
  • Build integrated frameworks connecting sourcing, onboarding, development, teaming, and practice execution.
  • Establish advisor success metrics tied to business outcomes, not program completion.


Advisor Development & Career Pathways:
  • Lead onboarding, training, and development programs for new financial advisors.
  • Design structured career pathways from new advisor to established producer and team contributor.
  • Define competency models and milestone-based development expectations.


Advisor Teaming Strategy:
  • Own enterprise new advisor teaming strategy and governance.
  • Create structured processes to identify and match:
    • Solo advisors seeking team environments
    • Teams seeking growth talent


Advisor Practice Readiness (Core Capability Ownership):
  • Define and operationalize "practice readiness" across advisor lifecycle stages.
  • Ensure advisors are prepared to run a business, not just complete training.
  • Build readiness standards across:
    • Business planning & strategy
    • Client acquisition and growth capability
    • Practice management fundamentals
    • Technology and CRM proficiency
    • Team readiness and delegation models
  • Establish readiness assessments and transition benchmarks.


Advisor Coaching & Experience:
  • Define coaching standards and scalable coaching models for new financial advisors.
  • Improve new advisor experience across onboarding, development, teaming, and early practice stages.
  • Build mentoring, peer networks, and advisor communities.


Innovation & Enablement:
  • Lead integration of AI, digital learning, and analytics into advisor development and readiness.
  • Partner with technology teams to improve advisor productivity and personalization.
  • Continuously modernize advisor development tools and frameworks.


Success Measures:
  • New advisor retention and time-to-productivity
  • Advisor practice readiness attainment rates
  • Early-career revenue growth and stability
  • Successful advisor team formations and retention
  • Advisor engagement and satisfaction
  • Reduction in early-stage advisor attrition
  • Strength of advisor pipeline and long-term workforce sustainability


Education
Bachelor's: Business Administration

Work Experience
General Experience - More than 15 years, Manager Experience - 10 to 15 years

Certifications

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
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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