Senior Business Management Associate, Wealth Solutions; WS

Senior Business Management Associate, Wealth Solutions (WS) - 2600297
The Senior Business Management Associate is an integral member of the WS team dedicated to supporting the delivery of service excellence to our RJL advisors and their clients. This role will be responsible for supporting the delivery of key reporting and strategic objectives of the WS team.

How does the role impact the organization?
Reporting to the SVP, Head of Wealth Solution and working directly with the VP, Head Wealth Planning & Tax and the VP, Head Insurance Solutions this individual is a key member of the WS team supporting strategic initiatives and activities related to the delivery of services and solutions by our teams of specialists and business units (including Solus Trust Company, and the Wealth Planning, Tax Consulting, and Insurance Solutions teams).

The successful candidate possesses initiative, is detail oriented with strong organizational and technology skills, and the ability to multi-task and work collaboratively within the greater RJL organization.

Total Wealth Solutions

Develop and produce ongoing reporting and dashboards, including analyzing and interpreting data generated by our internal platforms and CRMs

Analyze and interpret data generated by our internal CRM platforms:
Microsoft Dynamics, TNet and Equisoft and identify the necessary reporting required for team and the respective business groups goals, KPIs and enterprise-wide reporting.

Supports and contributes to key initiatives related to strategic priorities for the WS department heads

Supports and contributes to strategic planning initiatives and activities including preparing materials, presentation decks and collaborating with WS leadership team in meetings and offsites

Works collaboratively with RJL departments to support projects and deliverables impacting WS departments

Work collaboratively with RJL IT and internal partners to develop reporting to support WSWS team metrics.

Accountable for the coordination and timely production of reporting (monthly/quarterly) for RJL, RJFP and Solus Trust Boards and Leadership teams.

Support third party relationships including invoicing as required for WS business groups in collaboration with RJL IT and Finance teams.

Develop and oversee the administrative and operational support processes as required within the WS business groups.

Organize the onboarding of new members of the WS teams and coordinate with appropriate RJL partners,

Accountable for the ongoing review and maintenance of WS RJNet pages and collaboration with RJL IT, CC&M and other departments.

Support the review of WS thought leadership content, webinar processes and calendar, to ensure timely delivery and co-ordination.

Other duties as assigned.

What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible work styles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?
Integrity, initiative, and ownership over PCS & WS reporting, administrative and operational projects, including the ability to anticipate, identify challenges and potential solutions. Investing in your professional career and being recognized as a key member of WS professional teams.

Qualifications

Demonstrates sound judgement, communication and collaboration/conflict resolution skills.

Ability and desire to deliver best in class client service.

Proven ability to work in a dynamic work environment with competing priorities while maintaining accountability to deliver on established goals and metrics.

High degree of comfort working with different technology platforms.

Ability to learn quickly and adapt to change.

Creative mindset around use of technology as it relates to building templates, spreadsheets and tools to support the sales and service delivery of our business.

Ability to effectively coordinate multiple, competing deadlines in a high-volume and fast-paced…