Senior Associate in Wealth Management

Lead impactful reporting initiatives as a Senior Business Management Associate in Wealth Solutions at Raymond James Ltd. Join an on-site team focused on delivering exceptional client service and operational excellence.
Reporting to senior leadership, this role requires adeptness in data analysis and collaborative project management. You will support key strategic activities and foster strong partnerships across business units, ensuring alignment with strategic goals. Be a proactive contributor and essential team member within Wealth Solutions’ dynamic environment.
Key Responsibilities:
• Analyze and interpret data from internal platforms
• Enhance strategic planning through material preparation
• Produce timely management reports for leadership visibility
• Develop operational support processes within WS
• Liaise with RJL IT for effective reporting solutions
Requirements:
• College diploma or degree in finance or related field
• 10+ years in the financial ...