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
How does the role impact the organization?
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. This role plays a critical part in driving alignment, focus, and execution across the firm.
The Senior Manager, Business Management and Initiatives ensures firm wide priorities are effectively translated into action, monitored for progress and delivered across the organization. By enabling disciplined execution and fostering collaboration, this role directly contributes to the firm’s long-term growth, advisor engagement, client focus, and operational excellence.
Please note that this role is located in Toronto at our downtown office and your presence is required in office minimum of 3 days a week.
What will your role be responsible for?
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Serve as an execution enabler to the CEO and leadership team, supporting the planning and execution of key corporate initiatives and deliverables;
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Support and monitors delivery of related multi-year strategic plans, ensuring initiatives remain on track and aligned with firm priorities;
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Support and coordinate the firm’s strategic planning cycles, including annual and long-term planning;
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Conduct, compiles and coordinates market, competitive, and internal analyses to support informed decision-making and identify opportunities for growth in collaboration with key partners and stakeholders;
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Works closely and collaboratively with Executive Assistant community and other partners to coordinate and prioritize the CEO’s business agenda to ensure focus on high-value initiatives and effective use of time;
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Prepare and deliver executive-level materials, including town halls, Board presentations, and key business updates;
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Prepare and maintain the monthly Operating Committee dashboard, Senior Leadership Team Meetings, Executive Offsites, etc. consolidating firm-wide updates (including recruiting, ECM, corporate initiatives, financials, risk, compliance, and HR) to provide a clear, accurate, and actionable view of business performance;
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Drive accountability and follow-through on key decisions, ensuring alignment and execution across the Executive Leadership Team;
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Support and coordinate cross-functional initiatives and firm-wide projects, ensuring timely delivery and measurable outcomes;
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Promote collaboration and cross-business engagement across RJL business lines, identifying opportunities to strengthen partnerships and drive growth;
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Establish and monitor key performance indicators (KPIs) and operating rhythms to track and report on business performance;
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Coordinate Executive Leadership Team meetings, offsites, and governance forums, ensuring effective planning and follow-through;
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Support firm initiatives and key business priorities, including Total Wealth and other cross-functional programs;
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Support timely and effective working relationship between the CEO, senior leaders, Board members, and external partners;
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Identify and address barriers to execution, recommending process improvements to enhance organizational effectiveness;
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Partner closely with Corporate Communications and Marketing to plan and execute a broad range of strategic initiatives, including executive communications, key business announcements, ensuring alignment with firm priorities and brand standards.
What can you expect from us?
At Raymond James Ltd., our most important investment is our people. Upon eligibility, we offer flexible workstyles, a competitive compensation and benefits package, and opportunities for career growth within a collaborative and client-focused environment.
Our benefits include comprehensive health coverage, a Group RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, discretionary bonuses, and tuition reimbursement. We are committed to supporting professional development, internal mobility, and community involvement.
What do we expect from you?
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7+ years of experience in financial services, including wealth management, investment banking, asset management, or related sectors;
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Experience in strategy, consulting, corporate development, or senior business management roles;
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Strong financial acumen and understanding of capital markets and investment products;
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Demonstrated ability to operate effectively in a fast-paced, global, and highly regulated environment;
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Exceptional strategic thinking and problem-solving capabilities;
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Strong executive presence with the ability to influence and build relationships at senior levels;
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Excellent written and verbal communication skills, with the ability to synthesize complex information;
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Highly organized with strong attention to detail and the ability to manage competing priorities;
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Ability to navigate ambiguity and complex organizational dynamics with sound judgment;
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High level of professionalism, discretion, and integrity in handling confidential information.
We encourage our associates at all levels to:
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Put clients first and act with integrity in everything we do;
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Collaborate across teams to achieve shared goals and strengthen relationships;
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Take ownership and be accountable for delivering results that matter;
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Communicate openly, honestly, and respectfully;
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Continuously seek opportunities to improve and grow;
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Contribute to the firm’s strong culture of inclusion, community involvement, and long-term thinking.
Salary Range: $105,000 - 115,000 annually, in addition to competitive performance bonuses/incentives.
Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.
We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.
