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VP, PCG Third Party Solutions

Company: Raymond James Financial Incorporated
Location: Saint Petersburg
Posted on: January 25, 2023

Job Description:

Job Summary:

Under limited direction, uses knowledge and skills, obtained through education and experience, to build and lead third-party supplier management as a service for Private Client Group (PCG) branches. Manages relationships with PCG branches, Raymond James internal business units and third-party vendors who offer wealth management solutions. Participates and leads projects, programs, and strategic initiatives involving wealth management tools. Works independently to accomplish business objectives requiring originality, ingenuity and a high level of autonomy. Recommends process improvements for departmental and business unit processes and procedures to improve operating effectiveness, business profitability, risk mitigation and branch and client experiences. Results are evaluated for effectiveness in achieving specified results. Significant contact with branches, senior management and vendors is required to research, assess and consult on internal and external wealth management technology solutions.

Essential Duties and Responsibilities:

  • Understands and maintains knowledge in current and evolving wealth management technology that support financial advisor practices and enhance their client relationships.
  • Consults with branches to understand the technology needed to support their practice, resolve escalations and provide solutions.
  • Administration of preferred third-party supplier platform; internal and external business contact, in-depth knowledge of products/services offered, facilitate program agreements, coordinate demos, provide guidance during due diligence reviews, consider addition and removal of suppliers, metrics.
  • Collaborates with internal business units (Marketing, Wealth Planning, etc.) that recommend wealth management solutions to branches.
  • Cultivates and develops relationships with key personnel in other business units that support technology tools (Compliance, Supervision, RJ Technology, Information Security) and external suppliers.
  • Participates in business initiatives involving wealth management technology and proactively advises and assists the business on applicable change initiatives.
  • Ability to analyze complex problems, researches and organizes solutions and effectively drafts and presents recommendations to senior management.
  • Represents PCG business in project and strategic initiative meetings involving third-party suppliers.
  • Evaluates current third-party supplier processes for effectiveness and branch experience.
  • Viewed as an expert on evolving industry wealth management solutions and technology offerings that impact the business.
  • Implements and executes an effective program of continuous monitoring for third party supplier management.
  • Strong interpersonal skills and communication to interface with all levels of management.
  • Performs other duties and responsibilities as assigned.


    Knowledge, Skills, and Abilities:

    Knowledge of:

    Advanced knowledge of:

    • Broad subject matter expertise regarding financial services wealth management tools and how they support the financial advisor and their clients.
    • Understanding of project management practices and methodologies, and a solid understanding of the Private Client Group business unit and their priorities.
    • Comfort with multi-tasking and working on business initiatives.
    • Experience in managing against deadlines associated with a project plan.

      Skill in:

      • Planning, organizing and leading small and large projects.
      • Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a persuasive manner.
      • Preparing written reports and delivering oral presentations.
      • Enthusiastic, self-motivated, effective under pressure and willing to take personal risk and accountability.
      • Strong interpersonal skills for interfacing with all levels of internal and external stakeholders.
      • Proven ability to build strong relationships with key stakeholders, desire to learn quickly, take initiative, be flexible and think strategically.
      • Proven ability to multitask as well as assess and change priorities.
      • Ability to work well individually, and in teams, share information, support colleagues, and encourage participation.

        Ability to:

        • Lead the work of others.
        • Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
        • Incorporate needs, wants and goals from different perspectives into reviews and recommendations.
        • Attend to detail while maintaining a big picture orientation.
        • Gather information, identify linkages and trends, and apply to recommendations.
        • Interpret and apply policies to identify and recommend changes as appropriate.
        • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
        • Balance conflicting resource and priority demands.
        • Communicate effectively, both orally and in writing.
        • Work independently in a leadership role in a team environment.
        • Lead others in providing a high level of customer service.
        • Establish and maintain effective working relationships at all levels of the organization.

          Educational/Previous Experience Requirements:

          • Bachelor's Degree (B.A.) and a minimum of ten (10) years of experience in the financial services industry.

          • Any equivalent combination of education, experience and/or training approved by Human Resources.



            Raymond James Guiding Behaviors

            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 outcome

            --- 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

Keywords: Raymond James Financial Incorporated, St. Petersburg , VP, PCG Third Party Solutions, Executive , Saint Petersburg, Florida

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