Senior Manager, Business Management and Initiatives

Raymond James•Toronto, ON

38d•CA$105,000 - CA$115,000•Hybrid

About The Position

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Reporting to the Chief Executive Officer, the Senior Manager, Business Management and Initiatives, is a key execution and operational enabler to the CEO and senior leadership team. This role plays a critical part in driving alignment, focus, and execution across the firm. The Senior Manager, Business Management and Initiatives ensures firm wide priorities are effectively translated into action, monitored for progress and delivered across the organization. By enabling disciplined execution and fostering collaboration, this role directly contributes to the firm’s long-term growth, advisor engagement, client focus, and operational excellence.

Requirements

7+ years of experience in financial services, including wealth management, investment banking, asset management, or related sectors
Experience in strategy, consulting, corporate development, or senior business management roles
Strong financial acumen and understanding of capital markets and investment products
Demonstrated ability to operate effectively in a fast-paced, global, and highly regulated environment
Exceptional strategic thinking and problem-solving capabilities
Strong executive presence with the ability to influence and build relationships at senior levels
Excellent written and verbal communication skills, with the ability to synthesize complex information
Highly organized with strong attention to detail and the ability to manage competing priorities
Ability to navigate ambiguity and complex organizational dynamics with sound judgment
High level of professionalism, discretion, and integrity in handling confidential information

Responsibilities

Serve as an execution enabler to the CEO and leadership team, supporting the planning and execution of key corporate initiatives and deliverables
Support and monitors delivery of related multi-year strategic plans, ensuring initiatives remain on track and aligned with firm priorities
Support and coordinate the firm’s strategic planning cycles, including annual and long-term planning
Conduct, compiles and coordinates market, competitive, and internal analyses to support informed decision-making and identify opportunities for growth in collaboration with key partners and stakeholders
Works closely and collaboratively with Executive Assistant community and other partners to coordinate and prioritize the CEO’s business agenda to ensure focus on high-value initiatives and effective use of time
Prepare and deliver executive-level materials, including town halls, Board presentations, and key business updates
Prepare and maintain the monthly Operating Committee dashboard, Senior Leadership Team Meetings, Executive Offsites, etc. consolidating firm-wide updates (including recruiting, ECM, corporate initiatives, financials, risk, compliance, and HR) to provide a clear, accurate, and actionable view of business performance
Drive accountability and follow-through on key decisions, ensuring alignment and execution across the Executive Leadership Team
Support and coordinate cross-functional initiatives and firm-wide projects, ensuring timely delivery and measurable outcomes
Promote collaboration and cross-business engagement across RJL business lines, identifying opportunities to strengthen partnerships and drive growth
Establish and monitor key performance indicators (KPIs) and operating rhythms to track and report on business performance
Coordinate Executive Leadership Team meetings, offsites, and governance forums, ensuring effective planning and follow-through
Support firm initiatives and key business priorities, including Total Wealth and other cross-functional programs
Support timely and effective working relationship between the CEO, senior leaders, Board members, and external partners
Identify and address barriers to execution, recommending process improvements to enhance organizational effectiveness
Partner closely with Corporate Communications and Marketing to plan and execute a broad range of strategic initiatives, including executive communications, key business announcements, ensuring alignment with firm priorities and brand standards