Senior Business Management Associate, Wealth Solutions (WS)

Raymond James•Montreal, QC

About The Position

The Senior Business Management Associate is an integral member of the Wealth Solutions (WS) team dedicated to supporting the delivery of service excellence to Raymond James Ltd. (RJL) advisors and their clients. This role is responsible for supporting the delivery of key reporting and strategic objectives of the WS team. 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 teams of specialists and business units, including Solus Trust Company, Wealth Planning, Tax Consulting, and Insurance Solutions teams. The successful candidate should possess initiative, be detail-oriented with strong organizational and technology skills, and have the ability to multi-task and work collaboratively within the greater RJL organization.

Requirements

Integrity, initiative, and ownership over PCS & WS reporting, administrative and operational projects, including the ability to anticipate, identify challenges and potential solutions.
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 coordinates multiple, competing deadlines in a high-volume and fast-paced environment while maintaining an attention to detail.
Works well independently as well as collaboratively within a team environment.
Strong communications (verbal and written) and interpersonal skill.
Exceptional in fostering supportive team environment, and ability to work with all team members.
College diploma or University degree with a focus on business and/or finance.
Ten+ years of financial services industry, including planning and supporting solutions based business units.

Nice To Haves

Certified Financial Planner (CFP®) designation
Life License Qualification Program (LLQP) and/or Chartered Life Unwriter (CLU®) designation

Responsibilities

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