Senior Business Consultant. RJFS

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

Under minimal supervision, uses knowledge and skills obtained through education, experience, training, and/or certification to lead business consulting engagements with independent business owners. Leverages extensive industry expertise to deliver a wide range of consultative services. Typical engagements include new entity formation activities, business growth initiatives, and business infrastructure planning for new and existing RJFS branch owners. In addition to supporting financial advisors transitioning to the firm, consultants assist branch owners as they scale their businesses or prepare for succession or exit. Maintains contact with internal and external clients to identify, research, and resolve issues. Operates in a professional consultative capacity to help achieve both client and business goals.

Requirements

Knowledge of: Fundamental concepts of financial markets and products.
Fundamental concepts of finance and accounting.
Fundamental concepts of business formation and operations within financial services.
Skill in: Strong interpersonal and public speaking skills for interfacing with branch and regional personnel.
Project management and decision-making skills.
Enthusiastic, self-motivated, and effective under pressure.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Proven ability to manage time and deliver against deadlines.
Strong mentorship skills
Bachelor’s Degree from four-year college or university with a minimum of five (5) years’ experience in a consultant role.
An equivalent combination of experience, education, and/or training approved by Human Resources.

Nice To Haves

MBA and/or CPA preferred
Series 7 license preferred

Responsibilities

Deliver value-added business consulting services to new and existing branch owners and financial advisors.
Host Home Office Visits for prospective advisors and conduct live presentations highlighting Independent Business Consulting service offerings.
Proactively manage a pipeline of committed advisory teams, partnering with Business Development Consultants and the Transitions team to support startup activities for newly affiliated independent business owners.
Provide consultation on flow of funds, payout arrangements, overrides, partner expense sharing, and miscellaneous RJFS business expenses.
Collaborate with financial advisors’ tax professionals and legal counsel.
Manage existing third-party vendor relationships that support RJFS independent business owners.
Identify, recommend, and develop new business solutions for independent business owners.
Work with existing branch owners to evaluate branch structure and strategic plans, including growth strategies, to enhance efficiency, profitability, and service excellence.
Conduct ad hoc financial analysis and prepare related reports.
Maintain up-to-date industry knowledge, including evolving regulatory changes that impact the business.
Perform other duties and responsibilities as assigned.