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Key Responsibilities

+ Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks.

+ Lead investment strategy, portfolio management oversight, and risk governance to ensure strong client outcomes and financial success.

+ Lead sales and distribution strategy, identifying new channels and opportunities for investment product placement with financial advisors, institutions, and wealth platforms.

+ Drive business development by cultivating relationships with institutional investors, wealth management professionals, and distribution partners.

+ Ensure regulatory compliance and fiduciary alignment with industry standards, including SEC, FINRA, and other governing bodies.

+ Lead marketing and branding strategy efforts to strengthen market positioning, product visibility, and industry credibility.

+ Oversee financial planning, budgeting, and operational efficiency to enhance profitability.

+ Represent the firm externally, engaging in industry conferences, investor meetings, and thought leadership initiatives.

+ Build and mentor a high-performing leadership team, fostering a results-driven, client-centric, collaborative, and distribution-oriented organizational culture.

+ Communicate with the board of directors and Raymond James executive leadership regarding strategic plans and initiatives, performance metrics, corporate governance, and succession planning and associate development.

Qualifications

Knowledge of:

+ Retail and institutional investment products and landscape

+ Wealth management distribution models, including third-party sales, intermediary partnerships, and direct-to-client channels.

+ Sales and marketing strategies for investment product distribution across various platforms.

+ Regulatory landscape governing the asset management business, including compliance and fiduciary requirements.

+ Business strategy, corporate finance, and organizational leadership.

Skills in:

+ Strategic planning, execution, and market expansion within investment management and wealth advisory sectors.

+ Leading distribution initiatives, including wholesaling, sales optimization, and partnership development.

+ Negotiation, relationship-building, and stakeholder engagement.

+ Financial modeling, budgeting, and performance analysis.

+ Leadership, talent development, and organizational transformation.

Ability to:

+ Drive profitable growth while ensuring client satisfaction and long-term value creation.

+ Develop and expand existing and potential distribution channels for investment products and wealth solutions.

+ Inspire, motivate, and cultivate a collaborative, results-oriented business culture.

+ Establish and maintain trusted partnerships with advisors, investors, portfolio managers, distributors, Raymond James senior leaders, and board members.

Educational/Experience Requirements:

+ MBA, CFA, or relevant professional designation preferred.

+ 15+ years of leadership experience in investment management, asset management, or wealth advisory services, with a focus on distribution strategy.

+ Proven track record of driving profitable business growth, leading asset management strategies, and developing successful teams.