SVP – PCG Practice Management & Growth Consulting

Job Description

The SVP, PCG (Private Client Group) Practice Management & Growth Consulting will be responsible for leading the team focused on enabling advisors and their teams to grow their practices and capabilities to fully address their clients’ most complex needs with sophisticated advice and financial solutions. The deliverables for this department include new advisor and branch professional training, teams coaching, development, and succession planning and consulting.  This team creates and delivers an integrative business growth experience for the career lifecycle of financial professionals, including advisors, teams, branch leaders, and branch associates. 

Essential Duties and Responsibilities

• Lead the development and delivery of specialized consulting and training programs for new and experienced advisors, teams, branch leaders, and branch associates while leveraging best-in-class resources, programs, and materials from industry partners and external consultants to ensure the highest quality, effectiveness and impact. Focus areas include practice intelligence and innovation, advisor onboarding, team and branch professional development, succession planning, investment management processes, and private wealth management
• Lead the design and execution of succession and acquisition planning strategies and programs, in collaboration with finance, human resources, and other internal partners
• Lead the design, development, and delivery of training for new financial advisors through our comprehensive Advisor Mastery Program (AMP) and AMP Foundations in concert with PCG objectives
• Achieve top-tier retention, asset growth, and productivity goals for both new and existing advisors
• Collaborate with internal and external partners on all conference and program content
• Engage in public speaking opportunities internally and externally; represent Raymond James on relevant industry committees and forums
• Maintain regular communication with Senior leadership to ensure performance management practices are aligned with firm’s strategic goals
• Consistent attention to innovation and industry benchmarking
• Develop and deliver management reports to demonstrate results and impact
• Lead, coach, and develop staff as appropriate
• Partners with internal departments for other strategic technology and educational development programs
• Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

• Advanced concepts, practices, and procedures of performance and practice management consulting
• Client experience (CX) concepts, practices, and methodologies to design and support a world class client experience (with advisors as clients) 
• Investment, technology and product solutions concepts, practices, and procedures used in the financial services industry, is a plus

Skill in

• Leading high performing teams
• Leading a learning and education organization in the financial services industry
• Strong leadership, coaching and consulting skills
• Strong presentation, communication and public speaking skills
• Developing and applying strategic performance management solutions that align with the business objectives
• Leadership & management principles
• Consulting and collaborating across multiple departments to achieve shared objectives
• Developing effective relationships with all levels of associates
• Influencing others and outcomes
• Administer coaching and career development insights to staff for reaching their full potential

Ability to

• Oversee the client experience strategy and ensure a client-centric approach to how we serve advisors and branch teams
• Collaborate across functions to implement initiatives that drive growth
• Lead large scale transformational change initiatives

Educational/Previous Experience Requirements

• Bachelor’s Degree (B.A.) and a minimum of fifteen (15) years experience,

-OR-

• Any combination of education, experience and/or training as approved by Human Resources.

Licenses/Certifications

• Leadership and/or coaching certification, such as ICF is ideal but not required
• Series 7, 9/10 or 24, 63, 65/66 Preferred

Travel

Travel Required:  Yes, 30-70 % of the Time

Education

Bachelor’s

Work Experience

General Experience - More than 15 years

Certifications

Series 24_TP - Sec Trader Principal - Financial Industry Regulatory Authority (FINRA), Series 7_TR - Sec Trader - Financial Industry Regulatory Authority (FINRA), Series 8 or Series 9/10 or Series 12_BM - Branch Office Mgr - Financial Industry Regulatory Authority (FINRA)

Travel

Up to 50%

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. 

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