Raymond James Ltd.
Senior Business Management Associate at Raymond James
Job Description
Drive operational excellence as a Senior Business Management Associate in Wealth Solutions at Raymond James in Toronto. You will be instrumental in supporting advisors and managing key reporting projects.
As an integral member of the Wealth Solutions team, you will collaborate with VP-level leadership and contribute to essential strategic initiatives. This role is well-suited for a detail-oriented professional with over ten years of experience in financial services, ready to tackle a variety of reporting and administrative tasks amidst a fast-paced environment.
Key Responsibilities:
• Develop and produce reporting and dashboards for the WS department
• Support strategic planning and presentation material preparation
• Coordinate with internal teams for project deliverables
• Analyze data from CRM tools to inform strategic decisions
• Maintain and review WS collaboration resources
Requirements:
• Minimum of 10 ye...
As an integral member of the Wealth Solutions team, you will collaborate with VP-level leadership and contribute to essential strategic initiatives. This role is well-suited for a detail-oriented professional with over ten years of experience in financial services, ready to tackle a variety of reporting and administrative tasks amidst a fast-paced environment.
Key Responsibilities:
• Develop and produce reporting and dashboards for the WS department
• Support strategic planning and presentation material preparation
• Coordinate with internal teams for project deliverables
• Analyze data from CRM tools to inform strategic decisions
• Maintain and review WS collaboration resources
Requirements:
• Minimum of 10 ye...