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About the Role

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.

Responsibilities

Serve as an execution enabler to the CEO and leadership team, supporting the planning and execution of key corporate initiatives and deliverables
Support and monitor delivery of related multi-year strategic plans, ensuring initiatives remain on track and aligned with firm priorities
Support and coordinate the firm’s strategic planning cycles, including annual and long-term planning
Conduct, compile, and coordinate market, competitive, and internal analyses to support informed decision-making and identify opportunities for growth in collaboration with key partners and stakeholders
Work closely and collaboratively with the 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
Prepare and deliver executive-level materials, including town halls, Board presentations, and key business updates
Prepare and maintain the monthly Operating Committee dashboard, Senior Leadership Team Meetings, Executive Offsites, etc., consolidating firm-wide updates to provide a clear, accurate, and actionable view of business performance
Drive accountability and follow-through on key decisions, ensuring alignment and execution across the Executive Leadership Team
Support and coordinate cross-functional initiatives and firm-wide projects, ensuring timely delivery and measurable outcomes
Promote collaboration and cross-business engagement across RJL business lines, identifying opportunities to strengthen partnerships and drive growth
Establish and monitor key performance indicators (KPIs) and operating rhythms to track and report on business performance
Coordinate Executive Leadership Team meetings, offsites, and governance forums, ensuring effective planning and follow-through
Support firm initiatives and key business priorities, including Total Wealth and other cross-functional programs
Support timely and effective working relationship between the CEO, senior leaders, Board members, and external partners
Identify and address barriers to execution, recommending process improvements to enhance organizational effectiveness
Partner closely with Corporate Communications and Marketing to plan and execute a broad range of strategic initiatives, including executive communications and key business announcements, ensuring alignment with firm priorities and brand standards

Requirements

7+ years of experience in financial services, including wealth management, investment banking, asset management, or related sectors
Experience in strategy, consulting, corporate development, or senior business management roles
Strong financial acumen and understanding of capital markets and investment products
Demonstrated ability to operate effectively in a fast-paced, global, and highly regulated environment
Exceptional strategic thinking and problem-solving capabilities
Strong executive presence with the ability to influence and build relationships at senior levels
Excellent written and verbal communication skills, with the ability to synthesize complex information
Highly organized with strong attention to detail and the ability to manage competing priorities
Ability to navigate ambiguity and complex organizational dynamics with sound judgment
High level of professionalism, discretion, and integrity in handling confidential information
Put clients first and act with integrity in everything we do
Collaborate across teams to achieve shared goals and strengthen relationships
Take ownership and be accountable for delivering results that matter
Communicate openly, honestly, and respectfully
Continuously seek opportunities to improve and grow
Contribute to the firm’s strong culture of inclusion, community involvement, and long-term thinking

Skills

Financial services
Wealth management
Investment banking
Asset management
Strategy
Consulting
Corporate development
Business management
Financial acumen
Capital markets
Investment products
Strategic thinking
Problem-solving
Executive presence
Influencing
Relationship building
Written communication
Verbal communication
Information synthesis
Organization
Attention to detail
Priority management
Navigating ambiguity
Organizational dynamics
Professionalism
Discretion
Integrity
Collaboration
Accountability
Open communication
Continuous improvement
Inclusion
Community involvement
Long-term thinking

Location

Toronto, Canada

Work Type

Hybrid (minimum 3 days in office)

Experience Level

Senior

Salary/Compensations

$105,000 - $115,000 annually, in addition to competitive performance bonuses/incentives

Benefits

Flexible workstyles
Competitive compensation and benefits package
Opportunities for career growth
Comprehensive health coverage
Group RRSP Matching Program
Employee Stock Purchase Plan
Paid Time Off
Volunteer Days
Discretionary bonuses
Tuition reimbursement
Support for professional development
Internal mobility
Community involvement

About the Company

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.
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
At Raymond James Ltd., our most important investment is our people.
We are committed to supporting professional development, internal mobility, and community involvement.
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.

Equal Opportunity

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 recruitment@raymondjames.ca.
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.