Raymond James Financial, Inc

VP, Business Consulting, ICD

Raymond James Financial, Inc$130K — $180K *
Business Services
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • Over 15 years of general work experience
  • More than 15 years of managerial experience
  • CPA certification highly preferred
  • Series 7 certification preferred

Responsibilities

  • Lead delivery of business consulting services to independent business owners
  • Act as senior escalation point for complex engagements
  • Provide strategic guidance on business formation and structuring
  • Manage startup consulting engagements for new advisors
  • Partner with various leadership teams to support recruiting and retention
  • Prioritize and manage a pipeline of high-impact consulting engagements
  • Develop and evolve consulting frameworks for scalability

Benefits

  • Medical, dental, and vision insurance
  • Life, critical illness, and accident insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave
Full Job Description
Job Description Summary
Under limited supervision, using extensive knowledge and skills obtained through education, experience, certification, and leadership expertise to oversee and lead the delivery of Independent Business Consulting services to RJFS-affiliated business owners. This role is responsible for managing complex consulting engagements, guiding team members, and serving as a senior advisor on advanced business structuring, partnership strategy, compensation design, and long-term business planning.
Provides strategic consultation across the full lifecycle of independent businesses-including startup, growth, optimization, and succession-while ensuring alignment with RJFS policies and best practices. Acts as a subject matter expert for complex cases involving entity structures, partnerships, equity ownership, and retention planning. Leads and develops a team of consultants to deliver high-quality, scalable consulting services.

Job Description

Essential Duties and Responsibilities:
  • Lead and oversee the delivery of business consulting services to independent business owners across all lifecycle stages (build, scale, exit)
  • Serve as the senior escalation point for complex engagements involving entity structuring, partnership design, equity ownership, compensation arrangements, and retention strategies.
  • Provide strategic guidance to business owners on key initiatives including:
    • Business formation and structuring
    • Partnership and expense-sharing models
    • Junior advisor compensation and incentive planning
    • P&L design, optimization, and benchmarking
    • Equity and early succession planning strategies
  • Lead startup consulting engagements for new and transitioning advisors, ensuring seamless onboarding and business launch activities.
  • Partner with Business Development, Transitions, and Divisional Leadership to support advisor recruiting, affiliation, and retention efforts.
  • Manage and prioritize a pipeline of high-impact consulting engagements, ensuring timely and high-quality delivery of services.
  • Develop and evolve consulting frameworks, tools, and solutions that enhance scalability and consistency across the Independent Business Consulting offering.
  • Lead, coach, and develop a team of business consultants; provide mentorship, performance feedback, and guidance on complex client situations.
  • Present at Home Office visits and conferences to showcase the value of Independent Business Consulting services.
  • Build and maintain relationships with internal and external stakeholders, including third-party vendors, CPAs, attorneys, and other professional partners.
  • Maintain deep knowledge of industry trends, regulatory considerations, and best practices impacting independent business owners.
  • Identify opportunities to enhance the service model and contribute to strategic initiatives within RJFS.


Knowledge of:
  • Advanced concepts in business structuring, partnership design, and entity formation
  • Tax considerations and financial reporting for independent business owners
  • Compensation structures, incentive planning, and equity ownership models
  • Financial statement analysis, including P&L development and benchmarking
  • Financial advisory business models and operational best practices


Skill in:
  • Leading complex client engagements and influencing senior stakeholders
  • Strategic thinking and problem solving in ambiguous or high-impact situations
  • Translating complex financial and structural concepts into actionable guidance
  • Coaching and developing high-performing teams
  • Project management across multiple concurrent engagements
  • Executive-level communication and presentation


Licenses/Certifications:
  • CPA highly preferred
  • Series 7 preferred


Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience
General Experience - More than 15 years, Manager Experience - More than 15 years

Certifications

Travel
Less than 25%

Workstyle
Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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

Similar Jobs

More Jobs at Raymond James Financial, Inc

More Business Services Jobs

Find similar VP, Business Consulting, ICD jobs: