Transition Technology Support Consultant

Job Description Summary

At Raymond James, we believe that every advisor transition should be seamless, strategic, and empowering. As a Transition Technology Support Consultant, you will play a pivotal role in delivering a white-glove onboarding experience for Financial Advisors joining the firm. This high-impact role blends project management, technology enablement, and consultative support to ensure advisors are equipped and confident from day one.

Job Description

This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month.

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Advisor Onboarding & Enablement

• Serve as the primary technology liaison for transitioning Financial Advisors, delivering tailored, hands-on support throughout the onboarding journey.
• Lead structured onboarding workstreams, ensuring milestones, deliverables, and timelines are met with precision.
• Conduct virtual and in-person training sessions to guide advisors through Raymond James platforms, tools, and workflows.

Process & Workflow Optimization

• Document and analyze current (“as-is”) and future-state (“to-be”) workflows to identify opportunities for efficiency and enhanced advisor experience.
• Define and maintain key business artifacts, including process maps and transition documentation, aligned with enterprise standards.

Cross-Functional Collaboration

• Partner with internal teams across technology, operations, compliance, and enterprise architecture to ensure a coordinated and seamless transition experience.
• Lead or support workstreams within broader transformation programs, ensuring alignment with organizational goals.

Strategic Analysis & Continuous Improvement

• Gather and interpret technical requirements through meetings, workflow analysis, and stakeholder engagement.
• Monitor emerging technologies and industry trends to assess their impact on advisor transitions and recommend enhancements.
• Analyze data from diverse sources to inform decisions, identify gaps, and support strategic initiatives.

Thought Leadership & Development

• Maintain a strong understanding of Raymond James’ technology ecosystem, regulatory environment, and advisor needs.
• Pursue ongoing professional development, certifications, and training to enhance personal and team capabilities.

Qualifications & Skills

• Client-Centric Mindset: Passionate about delivering exceptional service and creating a positive first impression for new advisors.
• Project Management Expertise: Proven ability to manage multiple onboarding timelines and deliverables with attention to detail.
• Technical & Analytical Acumen: Ability to interpret business requirements, perform gap analyses, and visualize future-state solutions.
• Effective Communication: Skilled in translating complex technology into clear, relatable terms for diverse audiences.
• Process-Oriented Thinking: Experienced in documenting and improving business processes to drive clarity and efficiency.
• Independent & Collaborative: Able to work autonomously while contributing to cross-functional teams and mentoring others.

Why Join Raymond James?

You’ll be part of a team that plays a critical role in shaping the first impression of Raymond James for new advisors. Your work will directly impact their success and satisfaction—making this a highly visible and rewarding position. If you thrive in structured project environments, enjoy helping others succeed, and have a passion for technology and transformation, this role is for you.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

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