Raymond James · 5 days ago
Senior Business Consultant. RJFS
St. Petersburg, FL
Full-time
Hybrid
Senior Level
5+ years expRaymond James is a financial services firm seeking a Senior Business Consultant to lead business consulting engagements with independent business owners. The role involves delivering consultative services, managing relationships, and supporting branch owners in business growth and succession planning.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Deliver value-added business consulting services to new and existing branch owners and financial advisors
Host Home Office Visits for prospective advisors and conduct live presentations highlighting Independent Business Consulting service offerings
Proactively manage a pipeline of committed advisory teams, partnering with Business Development Consultants and the Transitions team to support startup activities for newly affiliated independent business owners
Provide consultation on flow of funds, payout arrangements, overrides, partner expense sharing, and miscellaneous RJFS business expenses
Collaborate with financial advisors’ tax professionals and legal counsel
Manage existing third-party vendor relationships that support RJFS independent business owners
Identify, recommend, and develop new business solutions for independent business owners
Work with existing branch owners to evaluate branch structure and strategic plans, including growth strategies, to enhance efficiency, profitability, and service excellence
Conduct ad hoc financial analysis and prepare related reports
Maintain up-to-date industry knowledge, including evolving regulatory changes that impact the business
Perform other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree from four-year college or university with a minimum of five (5) years' experience in a consultant role
Fundamental concepts of financial markets and products
Fundamental concepts of finance and accounting
Fundamental concepts of business formation and operations within financial services
Strong interpersonal and public speaking skills for interfacing with branch and regional personnel
Project management and decision-making skills
Enthusiastic, self-motivated, and effective under pressure
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Proven ability to manage time and deliver against deadlines
Strong mentorship skills
General Experience – 10 to 15 years
Preferred
MBA and/or CPA preferred
Series 7 license preferred
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase