Job Description Summary

In this role, you will act as a business strategist and advisor responsible for partnering with business leaders to develop and execute on PCG strategies, develop and execute tactical plans, delivering sustainable financial results. Collaboration across PCG and the firm is key, as you will lead and be part of a team that manages cross-functional initiatives to set strategic direction and develop and deliver solutions that guide market growth and achieve operational excellence. You will be accountable for developing comprehensive business plans, execution roadmaps, and defining KPIs to measure success for all new and revised solutions and products. Effective communication is crucial, as you will be responsible for communicating the strategy to senior business and infrastructure leaders and securing their commitments for complex product or solutions development and launch.

Job Description

Job Summary:

• In this role, you will act as a business strategist and advisor responsible for partnering with business leaders to develop and execute on PCG strategies, develop and execute tactical plans, delivering sustainable financial results. Collaboration across PCG and the firm is key, as you will lead and be part of a team that manages cross-functional initiatives to set strategic direction and develop and deliver solutions that guide market growth and achieve operational excellence. You will be accountable for developing comprehensive business plans, execution roadmaps, and defining KPIs to measure success for all new and revised solutions and products. Effective communication is crucial, as you will be responsible for communicating the strategy to senior business and infrastructure leaders and securing their commitments for complex product or solutions development and launch.

Essential Duties and Responsibilities

• Partner with business leaders to develop and execute PCG initiatives helping to drive organic growth and improve operational efficiencies to deliver service excellence.
• Leads the production and approval of business process solutions, ensuring they meet the needs of key stakeholders.
• Leads a team that understands the industry environment, anticipating trends and complex challenges to conduct competitive analysis.
• Leading and developing metrics to measure success of programs and initiatives; working with financial management team to implement key performance indicators
• Perform market research to understand competitive and industry trends and developments to benchmark solutions and service capabilities across all affiliation options.
• Develop and deliver presentations to groups, conferences, advisors, and industry participants representing PCG and/or Raymond James

Knowledge, Skills, and Experience

• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis
• Data collection and analysis
• Multi-project management
• Action planning
• Strategic planning
• Performing market research, identifying market segments and specifying product requirements
• Preparing and delivering clear, effective, and professional presentations
• Partner with other functional areas to accomplish objectives
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing
• priorities and deadlines in a fast-paced work environment
• Establish and maintain effective working relationships with others

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree
• Master's Degree Preferred

• OR ~

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

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required

Education

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

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 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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