• Senior Business Consultant. RJFS

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


    Essential Duties and Responsibilities:

    + Support the RJFS Divisional Management teams to deliver value-added business consulting services to new and existing branch managers and advisors.

    + Host Home Office Visits for prospective financial advisors and conduct live presentations to highlight the service offerings of Independent Business Consulting.

    + Proactively manage pipeline of committed advisory teams and work with Business Development Consultants and Transitions team to support business startup activities for newly affiliated independent business owners.

    + Provide consultation on flow of funds, payout arrangements, overrides, expense sharing between partners, and miscellaneous RJFS business expenses.

    + Consult with financial advisor’s tax professionals

    + Manage existing third-party vendor relationships that provide services to RJFS independent business owners.

    + Identify and create new business solutions for independent business owners.

    + Works with existing branch managers to evaluate branch structure and strategic plan, including future growth as needed to promote overall efficiency and profitability while maintaining a commitment to excellent service.

    + Conducts ad hoc financial analysis projects and prepares reports as needed.

    + Serves as a technical resource for RJFS Branches related to compensation reporting.

    + Maintains industry knowledge of evolving regulatory changes that impact the business.

    + Performs other duties and responsibilities as assigned.

    Knowledge, Skills, and Abilities:

    + Fundamental concepts of financial markets and products.

    + Fundamental concepts of finance and accounting.

    + Fundamental concepts, practices and procedures of auditing and risk assessment.

    Skill In:

    + Strong interpersonal skills for interfacing with branch and regional personnel.

    + Project management and decision-making skills.

    + Enthusiastic, self-motivated, and effective under pressure.

    + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

    + Proven ability to manage time and deliver against deadlines.

    + Strong mentorship skills

    Educational/Previous Experience Requirements:

    + Bachelor’s Degree from four-year college or university with a minimum of five (5) years’ experience in a consultant role.

    + MBA preferred

    + ~or~

    + An equivalent combination of experience, education, and/or training approved by Human Resources.

    Licenses/Certifications:

    + Series 7 license preferred