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Senior Manager, Operations New Advisor Transitions Management St. Petersburg, FL in St. Petersburg, FL at honor foundations

Date Posted: 10/22/2024

Job Snapshot

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our St. Petersburg, FL, corporate office.

Job Summary:

Provides direction, leadership and support for a cross site functional area in Operations. This person will set the strategy for functions and processes in assigned area and is responsible for overall execution. Individuals at this level should have a strong understanding of the firms different businesses and be considered a role model with strong expertise in functional area. This position will have extensive contact with senior management across the firm.

Essential Duties and Responsibilities:










Job Requirements

Knowledge, Skills, and Abilities:

Knowledge of:

  • Investment concepts, practices and procedures used in the securities industry

  • Financial markets and products

    Skill in:

  • Providing feedback and coaching to help subordinate managers excel in current and future job responsibilities.

  • Ensuring customer perspective is driving force behind business decisions and activities.

  • Ensuring customer solutions, practices and procedures are carried out and achieve their objectives.

  • Establishing high standards and challenging goals for individual, team and organizational accomplishment.

    Ability to:

  • Build a cohesive team, and develop structure %26amp direction to meet or exceed customer needs.

  • Leverage systems %26amp processes to attract, develop %26amp retain talented individuals.

  • Create a trusting work environment where associates feel engaged

  • Build strategic partnerships high level leaders within the organization to collaboratively execute business goals.

  • Interact with others in a way that promotes openness %26amp trust and gives confidence in one’s intentions

  • Use customer centric approaches for choosing courses of action or developing appropriate solutions.

  • Align communication, accountability, resources %26amp processes to ensure strategic priorities yield measurable and sustainable results.

  • Tenaciously work to deliver team goals with the greatest potential for producing positive business results.

  • Encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.

    Educational/Previous Experience Requirements:

  • Bachelor's degree in a related field. Will typically have at least 10 - 12 years’ experience in financial services including significant experience (7 – 9 years) in leading diverse operating groups.

    ~or~

  • Any equivalent combination of education, experience and/or training approved by

    Human Resources.

    Licenses/Certifications:


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

  • Series 99 or equivalent required or ability to obtain within 120 days. Other licensing as required.

    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

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    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873