Vp, pcg business strategy Job at Raymond James (St Petersburg, Florida)

Job Description

In this role, you will act as a business strategist and advisor responsible for partnering with business leaders to develop and execute on PCG strategies, develop and execute tactical plans, delivering sustainable financial results. Collaboration across PCG and the firm is key, as you will lead and be part of a team that manages cross-functional initiatives to set strategic direction and develop and deliver solutions that guide market growth and achieve operational excellence. You will be accountable for developing comprehensive business plans, execution roadmaps, and defining KPIs to measure success for all new and revised solutions and products. Effective communication is crucial, as you will be responsible for communicating the strategy to senior business and infrastructure leaders and securing their commitments for complex product or solutions development and launch.

Job Responsibility

Partner with business leaders to develop and execute PCG initiatives helping to drive organic growth and improve operational efficiencies to deliver service excellence
Leads the production and approval of business process solutions, ensuring they meet the needs of key stakeholders
Leads a team that understands the industry environment, anticipating trends and complex challenges to conduct competitive analysis
Leading and developing metrics to measure success of programs and initiatives
working with financial management team to implement key performance indicators
Perform market research to understand competitive and industry trends and developments to benchmark solutions and service capabilities across all affiliation options
Develop and deliver presentations to groups, conferences, advisors, and industry participants representing PCG and/or Raymond James

Requirements

Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis
Data collection and analysis
Multi-project management
Action planning
Strategic planning
Performing market research, identifying market segments and specifying product requirements
Preparing and delivering clear, effective, and professional presentations
Partner with other functional areas to accomplish objectives
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Establish and maintain effective working relationships with others
SIE & Series 7, required provided that an exemption or grandfathering cannot be applied, or the ability to obtain within 6 months
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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