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Job Description Summary
Raymond James Financial, Inc. (NYSE: RJF) is a dynamic, diversified, global financial services firm headquartered in St. Petersburg, Florida, with primary corporate locations in New York City, Memphis, Denver, Toronto, Vancouver, and London. From the firm’s founding in 1962, its client-first focused approach has enabled it to serve clients through approximately 8,800 financial advisors in the US, Canada, and overseas. Raymond James’ financial professionals serve private companies, corporations, institutions, and municipalities through capital markets, banking and asset management services. Our commitment to putting people first extends from clients to our associates, fostering a culture of collaboration and mutual success.
Raymond James Investment Management (RJIM), a wholly owned subsidiary of Raymond James Financial, is a $ 110 billion+ global asset management firm that combines the insights and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments– RJIM offers a range of strategies and asset classes through multiple investment vehicles. Ultimately, our structure allows affiliated boutique investment teams to focus on what they do best: manage investment portfolios with a focus on delivering sustainable, risk-adjusted returns and alpha generation. The diverse lineup of institutional portfolio managers helps investors achieve their long-term business and financial objectives.
Job Summary
The President of Raymond James Investment Management is responsible for leading the business’s strategic direction, driving organic and inorganic growth, ensuring operational excellence, and achieving financial success. This role oversees investment management strategies, business development, client relationships, and distribution efforts to expand market reach and drive growth. Ensuring compliance with regulatory standards, the President fosters a culture of innovation, integrity, collaboration, and performance while strengthening distribution channels for asset and wealth management solutions.
Job Description
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.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Master’s: Business Administration
Work Experience
Manager Experience – More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
Travel
Up to 50%
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.