Senior Business Management Associate Wealth Solutions

Elevate operational efficiency at Raymond James as a Senior Business Management Associate in Wealth Solutions, based in Toronto. This role focuses on reporting, project management, and collaboration with leadership.
As a Senior Business Management Associate, you will leverage over ten years of experience in financial services to support advisors and contribute to key initiatives. You will develop impactful reports and dashboards while coordinating with various internal teams. Your role demands exceptional organizational skills and a detail-oriented mindset to thrive in this dynamic environment.
Key Responsibilities:
• Develop reporting dashboards for the Wealth Solutions team
• Support strategic planning and material preparation
• Coordinate project deliverables with internal teams
• Analyze CRM data to guide strategic decisions
• Maintain resources for Wealth Solutions collaboration
Requirements:
• Minimum 10 years in financial services
• Strong organizat...