• VP, PCG Business Strategy

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


    Essential Duties and Responsibilities

    + Partner with business leaders to develop and execute PCG initiatives helping to drive organic growth and improve operational efficiencies to deliver service excellence.

    + Leads the production and approval of business process solutions, ensuring they meet the needs of key stakeholders.

    + Leads a team that understands the industry environment, anticipating trends and complex challenges to conduct competitive analysis.

    + Leading and developing metrics to measure success of programs and initiatives; working with financial management team to implement key performance indicators

    + Perform market research to understand competitive and industry trends and developments to benchmark solutions and service capabilities across all affiliation options.

    + Develop and deliver presentations to groups, conferences, advisors, and industry participants representing PCG and/or Raymond James

    Knowledge, Skills, and Experience

    + Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis

    + Data collection and analysis

    + Multi-project management

    + Action planning

    + Strategic planning

    + Performing market research, identifying market segments and specifying product requirements

    + Preparing and delivering clear, effective, and professional presentations

    + Partner with other functional areas to accomplish objectives

    + Organize, manage, and track multiple detailed tasks and assignments with frequently changing

    + priorities and deadlines in a fast-paced work environment

    + Establish and maintain effective working relationships with others

    Licenses/Certifications

    + SIE required provided that an exemption or grandfathering cannot be applied.

    + Series 7 required