What are the responsibilities and job description for the VP, PCG Business Strategy position at Raymond James Financial, Inc.?
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
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
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7 required
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: FinanceWork Experience
Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Less than 25%Workstyle
HybridWe 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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