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About the Role

This role involves proactive collaboration with front-office support teams to identify improvement opportunities, deliver training, and provide practice management insights. The position requires autonomy and extensive interaction with internal stakeholders, including Wealth Managers, senior leaders, subject-matter experts, and product providers.

Responsibilities

• Create, monitor, and refine Practice Intelligence programmes and resources to enhance branch productivity and operational efficiency.
• Develop and evolve coaching, training, and educational content using internal expertise and external providers.
• Build strong relationships with Wealth Managers and represent the team at firm events and forums.
• Partner with Wealth Managers to identify opportunities for improving efficiency, revenue generation, and business resilience.
• Maintain relationships with UK product providers to source relevant and high-quality content.
• Stay current with the Raymond James Practice Intelligence model and adapt resources for the UK market.
• Oversee the Practice Intelligence event calendar and support the delivery of bulletins, webinars, and other communications.
• Track market, regulatory, and industry developments to ensure resources remain relevant and forward-looking.
• Develop project plans, reporting frameworks, surveys, summaries, and written recommendations.
• Build effective working relationships across all levels of the organisation.
• Produce high-quality correspondence, reports, presentations, spreadsheets, and databases.
• Prepare and deliver clear, engaging, and professional presentations to internal audiences.
• Ensure all initiatives are delivered on time and within budget.

Requirements

• Experience within the UK wealth management or financial advice sector.

Skills

• Wealth management operations
• Business process analysis
• Financial markets knowledge
• Microsoft Office proficiency (especially PowerPoint)
• Professional resilience
• Teamwork and independence
• Research capability
• Industry insight into wealth management, investment management, and financial planning
• Programme development
• Problem-solving
• Communication excellence
• Collaboration
• Autonomy
• Interpersonal effectiveness

Education Level

• Degree-level education (preferred)
• Business coaching qualification such as EMCC, ICF, or AC (preferred)

Benefits

• Support to obtain a business coaching qualification (EMCC, ICF, AC)
• Support to obtain CISI / CII Level 4 qualifications
• Training to understand the unique needs of Raymond James Wealth Managers
• Training on Practice Intelligence US tools and related resources