Supervisor, Operations | Account Transfers Dept. | St. Petersburg, FL

Account Transfers Team Supervisor

We're looking for a strong people leader to supervise our Account Transfers team within Operations. This role provides daily direction and support, implements business plans, and ensures compliance with policies and procedures. The supervisor will manage productivity and service levels, lead process improvement initiatives, and collaborate with internal and external partners to resolve issues. A broad understanding of operational functions and a passion for coaching, development, and performance management are essential to drive team success and deliver high-quality results. This position follows our hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St. Petersburg, FL Corporate Office. Onsite Training Requirement : First 60 days required to be onsite Monday-Thursday.

Responsibilities :

• Supervise others working within established operational systems.
• Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities / projects; and estimate the financial and human resources required to deliver performance targets.
• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.
• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
• Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.
• Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.
• Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them.
• Work within established procedures to achieve specified goals.
• Advise managers how to apply a wide variety of existing procedures and precedents.
• Help others get the most out of internal communications systems by offering support and advice.
• Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
• Track budgets and report variances to more senior colleagues.
• Provide coaching to team members to develop their skills.
• Identify, within the team, instances of noncompliance with the organization's policies and procedures and / or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.

Knowledge of :

Skills :

Licenses / Certifications :

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

Work Experience : Manager Experience - 13 months to 3 years

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

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 evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.