This role acts as a business strategist responsible for partnering with leaders to develop and execute PCG strategies that deliver sustainable financial results
Job Summary
This role acts as a business strategist responsible for partnering with leaders to develop and execute PCG strategies that deliver sustainable financial results.
The successful candidate will lead cross-functional initiatives to set strategic direction, define KPIs, and communicate complex solutions to senior infrastructure leaders.
Raymond James expects associates to embody guiding behaviors such as collaborating, deciding, and delivering results while maintaining a conservative, long-term view.
Matching Summary
This role acts as a business strategist responsible for partnering with leaders to develop and execute PCG strategies that deliver sustainable financial results.
Skills & Requirements
Must-have
Develop comprehensive business plans
Execute tactical strategic plans
Conduct competitive market research
Define and track KPIs for success
Lead cross-functional team initiatives
Present strategy to senior leaders
Nice-to-have
Anticipate industry trends and challenges
Drive organic growth and efficiency
Foster client-first culture values
Inspire professional growth in others
Key Requirements
Bachelor's degree in Business Administration, Economics, or Finance
SIE & Series 7 license required within 6 months
Experience in strategic planning and market research
Ability to manage multiple projects with changing priorities