Job Description Summary
Manages a team and leads the strategy, design, and execution of the firm’s institutional platform. This role is responsible for analyzing and improving platform solutions that support financial advisors serving institutional clients, including endowments, foundations, non-profits, corporations, municipalities, and similar organizations. The role oversees the institutional platform and services portfolio and ensures investment programs, technology solutions, reporting, partnerships, and service models work together effectively to meet advisor and client needs.
Responsibilities
Job Description
- Lead the overall design and management of the institutional platform, with responsibility for how institutional products, services, and solutions support financial advisors and their clients.
- Analyze and enhance the IFS institutional platform for institutions, endowments, foundations, and not-for-profit organizations.
- Manage a portfolio of institutional products and services across their lifecycle, from initial design through ongoing enhancements and retirement.
- Review, recommend, and implement improvements to institutional advisory offerings, including discretionary and non-discretionary solutions such as the Outsourced Chief Investment Officer (OCIO) program.
- Translate advisor, client, and market needs into practical platform plans covering product development, technology solutions, partnerships, and communication approach.
- Work closely with financial advisors and internal partners to build strong relationships and ensure effective reporting and proactive communication.
- Coordinate and participate in roadshows to promote Institutional Consulting services, in conjunction with territory-based field consultants
- Develop a competitive intelligence database of peer firm offerings
- Collaborate with marketing and other internal teams to support the development of institutional marketing materials and advisor-facing content.
- Write or contribute to white papers and educational materials for financial advisors and institutional clients.
- Manage and develop a team by setting expectations, monitoring performance, and holding individuals accountable for results.
- Communicate institutional platform priorities and progress to internal stakeholders, including senior leadership.
Skills
- Ability to prioritize and manage complex initiatives across products, services, and technology.
- Strong understanding of institutional client and advisor needs and how to translate them into platform improvements.
- Experience leading integrated institutional solutions, including advisory programs, reporting, technology, and service models.
- Clear communication skills and the ability to build trust with advisors and internal partners.
Educational / Previous Experience Requirements
- Bachelor’s Degree or a minimum of eight (8) years of experience in the financial services industry with an emphasis on institutional business and products
- OR ~
- An equivalent combination of education, experience and/or training as approved by Human Resources.
- SIE required provided that an exemption or grandfathering cannot be applied.
- FINRA Series 7 and 66 license required.
- May have Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) designation
Education
Bachelor’s: Business Administration
Work Experience
General Experience – 10 to 15 years, Manager Experience - 10 to 15 years
Certifications
Travel
Less than 25%
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.
