Business Management Associate - Wealth Solutions

Become a pivotal member of Raymond James Ltd's Wealth Solutions team as a Senior Business Management Associate. This essential on-site role focuses on strategic reporting and operational excellence to support our advisors.

Working closely with executive leadership, you will drive initiatives that enhance service delivery and reporting accuracy. This position demands exceptional organizational skills, a detail-oriented mindset, and the ability to thrive in fast-paced environments. Collaborate effectively across departments to achieve strategic business objectives and provide high-quality support to the WS team.

Key Responsibilities:

• Create and manage dashboards for team reporting needs

• Collaborate on strategic planning and prepare documentation

• Ensure timely production of reports for leadership

• Support projects affecting WS and related departments

• Coordinate onboarding and training for new team members

Requirements:

• Degree in business or finance

• Over 10 years in financial services experience

• Advanced skills in CRM platforms

• Strong interpersonal and communication skills

• CFP or relevant certifications preferred

Utilize your expertise to enhance the operational framework of Raymond James Ltd’s Wealth Solutions and support its esteemed clients.
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