• SVP, Investment Strategy

    Raymond James Financial, Inc. (St. Petersburg, FL)


    Responsibilities:

    Investment Strategy & Portfolio Leadership

    + Contribute to the development and application of macro views across income-oriented and multi-asset portfolios

    + Collaborate with PMs, analysts, and traders on portfolio positioning, performance drivers, and construction techniques

    + Leverage tools and data to enhance investment insight, attribution analysis, and risk oversig **ht**

    Advisor Engagement & Commercial Alignment

    + Represent investment strategy across advisor and end client audiences - translating complex market views into clear, actionable messages

    + Partner with distribution to support key relationships and strengthen platform visibility through events, content and meetings

    + Gather field intelligence to inform investment views, product development, and distribution

    Cross-Functional Collaboration & Leadership

    + Coordinate closely with research, trading and operations to support consistency and alignment across the platform

    + Contribute to a collaborative and disciplined investment culture; support mentoring and knowledge sharing across the team

    + Partner with the Managing Director and senior leaders on planning, strategic initiatives, and growth opportunities

    Key First-Year Objectives:

    1. Investment & Portfolio Integration

    + Build deep familiarity with taxable corporate credit and dividend income strategies

    + Participate in model reviews, investment discussions and attribution analysis

    2. Internal Alignment & Continued Process Optimization

    + Gain fluency in asset allocation methodologies and execution workflows currently used by the team

    + Engage closely with portfolio managers, analysts, and trading desk to reinforce collaboration and support workflows

    3. Advisor & Commercial Engagement

    + Reconnect with key advisor and distribution partners (target 10+ meetings in 90 days)

    + Represent the team at client events, conferences, and strategic presentations (e.g., attend all key Raymond James conferences)

    4. Strategic & Leadership Contribution

    + Support long-term planning around product growth and team development

    + Actively contribute to culture, mentoring, and cross-functional initiatives (e.g., within Eagle, RJIM, and RJ more broadly)