UNKNOWN

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Act as direct reporting line to Transition Planners and Transition Administrators; Understand and educate transition team members on the policies and procedures relating to operations, compliance, technology investment products and general business issues; Monitor the progress of ongoing transitions and report to stakeholders and Senior Management; Ability to lead large or multiple projects with significant scope and impact; Ability to present the department offering during home office visits for prospective Financial Advisors; Assist in the management of department objectives and projects; acts as mentor, role model and team representative; Assist in developing new educational ideas and systems; Maintain an ongoing dialogue with transitioning Financial Advisors/Agents to Raymond James; Research and help resolve issues related to the transition of new Financial Advisors joining existing IAS and IFS offices; Customize transition requirements to the needs of the Financial Advisor; Provide onsite branch support as needed; Pro-actively contact branches to introduce and guide them through Raymond James internal systems; Coordinate approval and printing process of IFS stationary, and business cards; Act as a liaison between Financial Advisors and home office departments and ensure follow up and completion of transition responsibilities; Act as a backup to other transition team members; Act as the primary point of contact for assigned transitions; Perform special projects and cross-train on other departmental functions; Pro-actively monitor branch transition statistics and reports monthly to stakeholders; Troubleshoot incoming calls and issues from branches; Manage weekly transition call with Financial Advisor; Manage monthly team metrics; Perform semi-annual performance reports for transition team members; Maintain transition checklist and communicate progress of transition to Manager, Transition Services; Once the FA/Agent begins at RJ, visit the branch location to provide support in the form of training, initiate the documentation completion (repapering) process and quality control. To qualify for this opportunity, you possess: 5 years in the Investment Brokerage or Financial Services Industry; College diploma or degree or an equivalent combination of experience education, and/or training; Completion of Canadian Securities Course; Completion of the Conduct and Practices Handbook; Excellent proficiency with MS Office (Word, Excel, PowerPoint, Outlook & Copilot); Experience with Dataphile and FactSet is an asset; Supervisory or management experience preferred; Valid driver's license; Superior customer service skills; Ability to organize, manage and track multiple detailed tasks and assignments with frequency changing priorities in a fast-paced work environment; Ability to communicate in writing and verbally with financial advisors and their staff on various operations issues; Create, organize and make effective presentations as well as ability to confidentially present to small and large groups; Possess confidence and gravitas to make sound business decisions; A good understanding of the procedures and processes supporting Financial Advisor and Sales Assistant roles; Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion.

YEAR

Raymond James Financial Inc

Transition Team Supervisor

Key Responsibilities: Leadership & Team Development Lead and inspire a diverse branch team – including Tellers, Interns, Branch Ambassadors and Universal Banking Associates – by setting clear expectations and providing ongoing coaching and performance feedback. This role guides the branch team toward high performance, cultivates a member-first culture and collaborates with the Branch Development Manager (BDM) and Market President to implement strategic initiatives.

Banking for GOOD

Assistant Branch Manager

Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

VP, Branch Manager Sarasota, FL

The Design Project Manager will lead multidisciplinary design teams in delivering innovative, compliant, and efficient facility solutions for clients in the life sciences, biotechnology, and pharmaceutical sectors. As an AEC Firm we proudly specialize in industries that inherently carry important social responsibility - we recognize our impact and influence in the communities we serve and pursue corporate responsibility through the lens of people, community, and planet.

CRB Group, Inc.

Project Manager - Design

This role will partner closely with Sales, Product Marketing, Digital Marketing, Marketing Operations, Compliance, Data, and external vendors to deliver campaigns that drive engagement, lead generation, pipeline growth, and business impact across financial advisors, intermediary platforms, and institutional investors. Educational/Previous Experience Requirements: Bachelor's degree in Marketing, Communications, Business, or a related field and a minimum of five (5) years of experience in integrated marketing, campaign management, demand generation, or channel marketing within asset management, wealth management, financial services, or a similarly regulated industry.

Campaign Manager - Raymond James Investment Management

CRB Group, Inc

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HCLTech is a global technology company, home to more than 223,000 people across 60 countries, delivering industry-leading capabilities centered around digital, engineering, cloud and AI, powered by a broad portfolio of technology services and products. We work with clients across all major verticals, providing industry solutions for Financial Services, Manufacturing, Life Sciences and Healthcare, Technology and Services, Telecom and Media, Retail and CPG, and Public Services.

Employee Strength : 223,000 on March 31, 2025  Countries of Operation : 60 Countries
Consolidated Revenues: US $13.8B ,for 12 months ending March 2025
HCLTech is a global technology company, home to more than 223,000 people across 60 countries, delivering industry-leading capabilities centered around digital, engineering and cloud, powered by a broad portfolio of technology services and products. We work with clients across all major verticals, providing industry solutions for Financial Services, Manufacturing, Life Sciences and Healthcare, Technology and Services, Telecom and Media, Retail and CPG, and Public Services. Consolidated revenues as of 12 months ending March 2025 for $13.8 Billion. To learn how we can supercharge progress for you, visit <a href="https://urldefense.com/v3/__https://linkprotect.cudasvc.com/url?a=https*3a*2f*2fhcltech.com&c=E,1,YLM9eqRIWyisk6rzUtt-TC_a-5aSuyJgSIT9CeUPKnlUHPWiaGYFDbJcWWbmdqug2u98u_CZS5tci2GRD6BvXZTPh12d-2kJzo-lftXy4J-mjXTUYg05Rpqg&typo=1&ancr_add=1__;JSUl!!D1XWH5In!V6bxMmyaEl7QJGSlh0iumVpbseS84s_GjLWkU6RQjIykjc44OxVMj5Sr1w3fm5uNyDwFqsjk5jjMgYOjuAHsToBXuSQi39UvC78$" target="_blank" rel="noopener" shape="rect">hcltech.com</a>.

HCL Technologies Ltd

Sr Technical Lead (Support & Operations)

Administrative & Support Services'',''Administrative & Support Services'',''CA-ON-Toronto-Toronto'',''CA-ON-Toronto-Toronto'',''CA-BC-Vancouver-Vancouver'',''CA-BC-Vancouver-Vancouver'',''PCG Admin'',''PCG Admin'',''Full-time'',''Full-time'','''','''','''','''',''Permanent Full-Time'',''Permanent Full-Time'',''false'',''659546'',''659546'',''true'',''659546'',''false'',''Submission for the position: Transition Team Assistant Manager - (Job Number: 2600545)'',''false'',''659546'',''false'',''true''. ''659546'',''true'',''659546'',''false'',''Submission for the position: Transition Team Assistant Manager - (Job Number: 2600545)'',''false'',''659546'',''false'',''true'',''Transition Team Assistant Manager'',''2600545'',''!*!

Transition Team Assistant Manager

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine.

Hill, Barth & King

Assurance Associate

As a Wealth Management Associate, you will work in collaboration with the external and internal Distribution team, Intermediary Distribution Group Associates, Institutional Associates and Relationship Managers in order to coordinate and service support all aspects of the client, Personal Financial Advisor (PFA), and Consultant relationship. Oversee the preparation and accuracy of client reports including year-end summaries, 1099 reporting, performance reports, client statements, and ad hoc requests.

Manning & Napier

Wealth Management Associate

At HBK, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the public accounting profession and to enhance the intern's formal education. **Please note that application and interview timeframes and processes differ by office location** For specific questions regarding your application and the expected timeframe, please reach out to Catie Cohn at ccohn@hbkcpa.com.

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