Project Manager, Events & Strategic Initiatives

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under general supervision, this role supports the Global Wealth Solutions (GWS) Central Office in driving coordination, execution, and alignment across key initiatives and enterprise priorities. The role is central to planning and executing GWS-led conferences and events, acting as a primary coordinator across stakeholders, functions, and delivery teams. Responsibilities include end-to-end event execution, strategy alignment, planning, logistics, communications, and post-event reporting for GWS-led conferences, as well as coordinating GWS participation in enterprise-wide events. The role partners closely with business leaders, Meetings & Events, Marketing, and Technology teams to deliver high-quality, consistent experiences aligned with GWS objectives. In addition to event leadership, this role supports broader Central Office priorities across strategy, operations, and internal initiatives, including material development, tracking key activities and metrics, and facilitating stakeholder alignment. It may lead defined workstreams or projects of moderate scope, requiring strong organizational skills, attention to detail, and the ability to manage multiple priorities. Judgment is exercised in identifying solutions, resolving issues, and escalating as appropriate. Regular interaction with internal stakeholders and business partners is required for successful execution of initiatives and programs.

Requirements

General business operations, organizational dynamics, and cross-functional collaboration knowledge.
Event strategy, planning, and execution knowledge, including logistics, vendor coordination, communications, and on-site delivery.
Project and program management concepts knowledge, including planning, documentation, and execution across multiple workstreams.
Data tracking, reporting, and performance metrics knowledge to support decision-making and continuous improvement.
GWS business lines, initiatives, and priorities knowledge (or ability to quickly develop this knowledge).
Skill in managing multiple projects and priorities simultaneously with strong attention to detail and follow-through.
Skill in developing and maintaining documentation, timelines, and tracking tools to support effective execution.
Skill in creating clear, concise, and well-structured materials, presentations, and communications.
Skill in communicating effectively and professionally across teams and levels of the organization.
Skill in collaborating cross-functionally to drive alignment, accountability, and results.
Skill in using standard business tools (e.g., Microsoft Office Suite, Teams, PowerPoint, Excel).
Ability to operate with a high level of ownership, accountability, and initiative across both strategic and tactical responsibilities.
Ability to adapt quickly and remain flexible in a fast-paced, evolving environment with shifting priorities.
Ability to manage competing deadlines while maintaining organization, quality, and attention to detail.
Ability to think critically, solve problems, and proactively identify and implement solutions.
Ability to work independently while exercising sound judgment and knowing when to escalate or seek input.
Ability to build strong relationships and partner effectively across business lines and with stakeholders at all levels.
Ability to facilitate meetings and coordinate input from multiple stakeholders to drive decisions and outcomes.
Ability to communicate clearly and professionally, both verbally and in writing.
Ability to demonstrate curiosity, continuous learning, and a proactive approach to professional growth.
Ability to contribute to a positive, collaborative team environment and actively support RJ culture, including “Power of Personal”.
Relevant experience in event planning, program or project coordination, business operations, or a related field required.
Demonstrated ability to manage multiple priorities, coordinate complex initiatives, and partner effectively across cross-functional teams.
General Experience – 10 to 15 years.
Manager Experience - 6 to 10 years.

Nice To Haves

Associate’s or Bachelor’s degree, relevant certifications, or equivalent combination of education, training, and/or work experience preferred.
Experience supporting or leading event execution, including planning, logistics, stakeholder coordination, and on-site delivery, strongly preferred.
Practical experience, demonstrated ownership, and a track record of execution are valued over formal credentials.

Responsibilities

Leads end-to-end planning and execution of GWS-led conferences, including stakeholder alignment, objective setting, budgeting, timeline management, and overall project ownership from kickoff through post-event follow-up.
Partners cross-functionally with business leaders, Meetings & Events, Marketing, and Technology teams to develop event strategy, agendas, communications, and overall attendee experience.
Oversees event logistics and execution, including registration management, communications (Save-the-Date, invitations, Know-Before-You-Go), vendor coordination, and on-site support.
Manages partner and sponsorship engagement, including communications, deliverables, booth coordination, and alignment on timelines and expectations.
Leads post-event reporting and continuous improvement efforts, including survey execution, performance metrics, budget reconciliation, and development of insights to inform future events.
Leads coordination of GWS participation in enterprise (PCG-led) conferences, including planning, logistics, stakeholder alignment, and execution across internal partners.
Coordinates and supports execution of key GWS Central Office initiatives, ensuring alignment across business lines and consistent delivery of high-quality outcomes.
Partners with stakeholders and subject matter experts to develop positioning materials and ensure consistent messaging across GWS initiatives and conference interactions.
Supports development and alignment of messaging and materials across GWS product areas and initiatives.
Creates and manages materials for conferences, leadership presentations, and enterprise initiatives, ensuring alignment with GWS branding and communication standards.
Develops and maintains documentation and tracking tools (e.g., timelines, run-of-show, inventories) to support planning and execution.
Tracks, analyzes, and reports on key metrics and outcomes to support continuous improvement and informed decision-making.
Facilitates “Know Before You Go” sessions to ensure alignment and preparedness of GWS participants.
Ensures effective communication and coordination across business lines and partner teams to drive seamless execution of initiatives.
Supports Central Office operations across strategy, technology, and risk, including awareness of Business Continuity Planning (BCP) and coordination during activation events.
Participates in and supports internal committees, engagement activities, and team events.
Provides flexible support across GWS business lines as needed, contributing to both strategic initiatives and operational priorities.
Applies organizational policies and procedures and exercises judgment in resolving issues and recommending solutions.
Performs periodic and ad hoc reporting on project status, deliverables, and outcomes.
Maintains current knowledge of GWS initiatives, tools, and processes to support evolving business needs.
Performs other duties and responsibilities as assigned.