Raymond James · 18 hours ago
Director, Institutional Platform
St. Petersburg, FL
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expRaymond James is a financial services firm, and they are seeking a Director to manage their institutional platform. This role involves leading the strategy, design, and execution of solutions that support financial advisors serving institutional clients, ensuring effective collaboration of investment programs, technology solutions, and service models.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Lead the overall design and management of the institutional platform, with responsibility for how institutional products, services, and solutions support financial advisors and their clients
Analyze and enhance the IFS institutional platform for institutions, endowments, foundations, and not-for-profit organizations
Manage a portfolio of institutional products and services across their lifecycle, from initial design through ongoing enhancements and retirement
Review, recommend, and implement improvements to institutional advisory offerings, including discretionary and non-discretionary solutions such as the Outsourced Chief Investment Officer (OCIO) program
Translate advisor, client, and market needs into practical platform plans covering product development, technology solutions, partnerships, and communication approach
Work closely with financial advisors and internal partners to build strong relationships and ensure effective reporting and proactive communication
Coordinate and participate in roadshows to promote Institutional Consulting services, in conjunction with territory-based field consultants
Develop a competitive intelligence database of peer firm offerings
Collaborate with marketing and other internal teams to support the development of institutional marketing materials and advisor-facing content
Write or contribute to white papers and educational materials for financial advisors and institutional clients
Manage and develop a team by setting expectations, monitoring performance, and holding individuals accountable for results
Communicate institutional platform priorities and progress to internal stakeholders, including senior leadership
Qualification
Required
Bachelor's Degree or a minimum of eight (8) years of experience in the financial services industry with an emphasis on institutional business and products
An equivalent combination of education, experience and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
FINRA Series 7 and 66 license required
General Experience – 10 to 15 years
Manager Experience - 10 to 15 years
Ability to prioritize and manage complex initiatives across products, services, and technology
Strong understanding of institutional client and advisor needs and how to translate them into platform improvements
Experience leading integrated institutional solutions, including advisory programs, reporting, technology, and service models
Clear communication skills and the ability to build trust with advisors and internal partners
Preferred
Chartered Financial Analyst (CFA) designation
Certified Investment Management Analyst (CIMA) designation
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
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