Job Description Summary
Strives to achieve assigned business development goals through effective management of subordinate team of business development staff. Incumbent does not have any personal accounts, but periodically meets with key decision makers to demonstrate the organization's commitment to its largest and most critical prospects.Job Description
Job Summary
The Director of Advisor Recruitment leads a team of Business Development Consultants responsible for sourcing, engaging, and converting financial advisor prospects across Raymond James Financial divisions. Reporting directly to the Head of Business Development, this role translates strategic recruitment goals into actionable plans, oversees execution, and ensures a consistent, high-quality advisor experience. The Director plays a key role in expanding the firm’s reach, improving recruitment outcomes, and developing team capabilities.
Associate in this role will be located on the East Coast.
Essential Duties and Responsibilities
Lead and manage a team of Business Development Consultants, providing coaching, performance feedback, and professional development. Translate strategic recruitment goals into operational plans and ensure alignment with divisional objectives. Oversee the execution of advisor recruitment activities, including sourcing, prospect engagement, and home office visit coordination. Monitor recruitment metrics and trends to evaluate effectiveness and identify opportunities for improvement. Collaborate with cross-functional teams (e.g., Transition Services, Marketing, Compliance) to ensure a seamless advisor onboarding experience. Expand the diversity and quality of advisor candidate pipelines through innovative sourcing strategies and partnerships. Represent Raymond James at industry events, conferences, and networking functions to promote the firm and build relationships. Contribute to the development and implementation of best practices across the recruitment function. Partner with senior leadership to refine messaging, positioning, and recruitment processes. Ensure compliance with industry regulations and internal policies throughout the recruitment lifecycle.
Qualifications
Knowledge of:
Financial advisor business models and practice structures. Securities industry regulations and compliance standards. Recruitment and talent acquisition strategies in financial services. Strategic planning and performance management. Business development and relationship management best practices.
Skill in:
Leading and developing high-performing teams. Communicating effectively with internal and external stakeholders. Analyzing recruitment data and translating insights into action. Managing multiple priorities and projects in a fast-paced environment. Building and maintaining strong professional networks.
Ability to:
Inspire and motivate team members toward shared goals. Solve complex problems and make data-driven decisions. Influence outcomes through strategic relationship-building. Travel as needed to support recruitment efforts and attend events.
Educational/Previous Experience Requirements
Bachelor’s degree in business, finance, marketing, or related field. Minimum of twelve (12) years of experience in financial services, with at least five (5) years in advisor recruitment and team leadership. Experience managing recruitment teams and working with independent advisors or broker-dealer environments preferred.
Licenses/Certifications
SIE required (unless exempt). Series 7 and 9/10 (or 24) required, or ability to obtain within 6 months.
Education
Bachelor’s: Business Administration, Bachelor’s: MarketingWork Experience
General Experience - More than 15 years, Manager Experience - 10 to 15 yearsCertifications
Travel
Up to 50%Workstyle
HybridAt 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.
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What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
