**Job Description** Responsibilities: Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit. Undertake strategic and tactical risk modeling and scenario planning for business-critical decisions to support business strategy and to identify and mitigate risk in line with the risk appetite. Advise on modeling of risk scenarios to comply with the risk appetite. Lead and coordinate the development and delivery of financial policies, guidelines, and protocols across the business to ensure the company complies with regulations and good financial practice. Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals. Manage a significant portion of the organization's financial management and/or control processes. Manage a significant operational area for the organization. Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives. Manage relationships with strategic internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and mobilizing appropriate internal and/or external resources to support in delivering business strategy and plans. Manage budget plans for a department. May involve development or delivery or both. Manage certain aspects of the internal communications system with some guidance from senior colleagues. This could mean being responsible for the development or operation of the system. Evaluate the capabilities of staff within the department to identify gaps and prioritize development activities. Implement the organization's formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organization's talent pool. Skills: Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. Applies expertise to serve as the organizational authority on achieving full compliance with applicable rules and regulations in management and/or operations. Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise. Uses expertise to acts as the organizational authority on reviewing and creating relevant, lucid and effective reports. Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Uses comprehensive knowledge and skills to work independently on costing, budgeting and finance tasks while providing guidance and training to others. Applies expertise to act as the organizational authority on managing client accounts in a way that provides benefits both for the organization and its clients. Operates as a recognized expert to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically known as a subject matter authority. Applies expertise to act as the organizational authority on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations. Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. Operates as a recognized expert to conduct an enterprise readiness assessment to determine the organization's readiness for change. Typically known as a subject matter authority. Applies expertise to act as the organizational authority on identifying, assessing, prioritizing and managing project-related risks. Operates as a recognized expert to design, create and administer the test scripts associated with the delivery of the project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically known as a subject matter authority. Applies expertise to act as the organizational authority on identifying, assessing, prioritizing and managing risks. Operates as a recognized expert to model, analyze, assess, and quantify the impact and probability of various risk scenarios and select the most appropriate course of action for the given situation. Typically known as a subject matter authority. Uses expertise to act as organizational authority on strategic planning. Works at an advanced level to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works independently and provides guidance. Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests. Uses comprehensive knowledge and skills to work independently while guiding and training others on managing projects and/or programs within desired cost, time and quality parameters. Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works independently and provides guidance. **Education** Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance **Work Experience** General Experience - More than 15 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Salary Range** $130,000.00-$225,000.00 **Travel** **Workstyle** Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.