Raymond James is seeking a Director for its Institutional Platform to manage and enhance services that support financial advisors working with institutional clients. The role involves strategic oversight of platform solutions, team management, and collaboration with various stakeholders to ensure effective service delivery
Job Summary
Manages a team and leads the strategy, design, and execution of the firm’s institutional platform.
Responsible for analyzing and improving platform solutions that support financial advisors serving institutional clients.
Oversees the institutional platform and services portfolio, ensuring investment programs, technology solutions, reporting, partnerships, and service models work together effectively.
Matching Summary
Match Score: 85
Raymond James is seeking a Director for its Institutional Platform to manage and enhance services that support financial advisors working with institutional clients. The role involves strategic oversight of platform solutions, team management, and collaboration with various stakeholders to ensure effective service delivery.