Raymond James Financial, Inc

Senior Manager, Business Management and Initiatives

Raymond James Financial, Inc$105K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in financial services, including wealth management, investment banking, or asset management.
  • 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 in a fast-paced, global, and regulated environment.
  • Exceptional strategic thinking and problem-solving skills.
  • Strong executive presence to influence and build relationships at senior levels.
  • Excellent written and verbal communication skills for synthesizing complex information.
  • Highly organized with attention to detail and ability to manage competing priorities.

Responsibilities

  • Serve as an execution enabler to the CEO and leadership team, supporting key corporate initiatives.
  • Support and monitor delivery of strategic plans to ensure alignment with firm priorities.
  • Coordinate the firm's strategic planning cycles, including annual and long-term planning.
  • Conduct market, competitive, and internal analyses to inform decision-making.
  • Prepare executive-level materials for presentations and updates, including town halls and Board sessions.
  • Establish and track performance indicators to report on business performance and accountability.
  • Promote collaboration across business lines, identifying growth opportunities.

Benefits

  • Comprehensive health coverage.
  • Group RRSP Matching Program.
  • Employee Stock Purchase Plan.
  • Paid Time Off and Volunteer Days.
  • Discretionary bonuses.
  • Tuition reimbursement for professional development.
  • Flexible workstyles and opportunities for career growth.
Full Job Description
Senior Manager, Business Management and Initiatives

How does the role impact the organization?

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.

Please note that this role is located in Toronto at our downtown office and your presence is required in office minimum of 3 days a week.

What will your role be responsible for?

  • 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.


What can you expect from us?

At Raymond James Ltd., our most important investment is our people. Upon eligibility, we offer flexible workstyles, a competitive compensation and benefits package, and opportunities for career growth within a collaborative and client-focused environment.

Our benefits include comprehensive health coverage, a Group RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, discretionary bonuses, and tuition reimbursement. We are committed to supporting professional development, internal mobility, and community involvement.

Qualifications:

What do we expect from you?

  • 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.


We encourage our associates at all levels to:

  • Put clients first and act with integrity in everything we do;
  • Collaborate across teams to achieve shared goals and strengthen relationships;
  • Take ownership and be accountable for delivering results that matter;
  • Communicate openly, honestly, and respectfully;
  • Continuously seek opportunities to improve and grow;
  • Contribute to the firm's strong culture of inclusion, community involvement, and long-term thinking.


Salary Range: $105,000 - 115,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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