Senior Manager, Business Management and Initiatives

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Manager, Business Management and Initiatives

Reporting to the Chief Executive Officer, the Senior Manager, Business Management and Initiatives is a key execution and operational enabler to the CEO and senior leadership team, driving alignment, focus, and execution across the firm.

This role plays a critical part in translating firm wide priorities into action, monitoring progress and ensuring delivery across the organization. It directly contributes to the firm’s long‑term growth, advisor engagement, client focus, and operational excellence.

Please note the role is located in Toronto with a minimum of 3 days a week required in office.

Responsibilities

• Serve as an execution enabler to the CEO and leadership team, supporting planning and execution of key corporate initiatives and deliverables.
• Support and monitor delivery of related multi‑year strategic plans, ensuring initiatives remain on track and aligned with firm priorities.
• Support and coordinate the firm’s strategic planning cycles, including annual and long‑term planning.
• Conduct, compile and coordinate market, competitive, and internal analyses to support informed decision‑making and identify growth opportunities.
• Work closely with the Executive Assistant community and other partners to coordinate and prioritize the CEO’s business agenda.
• Prepare and deliver executive‑level materials, including town halls, Board presentations, and key business updates.
• Prepare and maintain the monthly Operating Committee dashboard and legacy meeting updates providing an accurate view of business performance.
• Drive accountability and follow‑through on key decisions, ensuring alignment across the Executive Leadership Team.
• Support cross‑functional initiatives and firm‑wide projects for timely delivery and measurable outcomes.
• Promote collaboration and cross‑business engagement, identifying opportunities to strengthen partnerships and drive growth.
• Establish and monitor key performance indicators (KPIs) and operating rhythms to track and report on business performance.
• Coordinate Executive Leadership Team meetings, offsites, and governance forums, ensuring effective planning and follow‑through.
• Support firm initiatives and key business priorities, including Total Wealth and other cross‑functional programs.
• Support effective working relationships between the CEO, senior leaders, Board members, and external partners.
• Identify and address barriers to execution, recommending process improvements to enhance organizational effectiveness.
• Partner with Corporate Communications and Marketing to plan and execute strategic initiatives, executive communications, and key business announcements.

Benefits

We offer flexible workstyles, a competitive compensation and benefits package, and opportunities for career growth within a collaborative and client‑focused environment.

Benefits include comprehensive health coverage, a Group RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, discretionary bonuses, and tuition reimbursement.

Salary Range: $105,000 - 115,000 annually, in addition to competitive performance bonuses/incentives.

Qualifications

• 7+ years of experience in financial services, including wealth management, investment banking, asset management, or related sectors.
• Experience in strategy, consulting, corporate development, or senior business management roles.
• Strong financial acumen and understanding of capital markets and investment products.
• Demonstrated ability to operate effectively in a fast‑paced, global, and highly regulated environment.
• Exceptional strategic thinking and problem‑solving capabilities.
• Strong executive presence with the ability to influence and build relationships at senior levels.
• Excellent written and verbal communication skills, with the ability to synthesize complex information.
• Highly organized with strong attention to detail and ability to manage competing priorities.
• Ability to navigate ambiguity and complex organizational dynamics with sound judgment.
• High level of professionalism, discretion, and integrity in handling confidential information.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.

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