Senior Vice President, Global Head of Distribution
St. Petersburg, FL
Full-time
Hybrid
1 month ago
About the role
Job Description Summary
Provide enterprise leadership for Raymond James Investment Management’s (RJIM) global distribution strategy across intermediary, institutional and retirement channels. This role is responsible for setting clear strategic direction, leading and developing the full sales organization, establishing operational discipline and performance metrics, and partnering across the firm to drive organic growth, client outcomes, and RJIM’s long-term strategic objectives.
Responsibilities
Job Description
Strategy and Leadership
Culture and Talent Development
Operational Execution and Metrics
Experience And Education
Licenses / Certifications
Series 7 and 63 licenses required or obtained with six months of hire.
Education
Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Marketing
Work Experience
General Experience - More than 15 years, Manager Experience - More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Up to 50%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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
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.
Provide enterprise leadership for Raymond James Investment Management’s (RJIM) global distribution strategy across intermediary, institutional and retirement channels. This role is responsible for setting clear strategic direction, leading and developing the full sales organization, establishing operational discipline and performance metrics, and partnering across the firm to drive organic growth, client outcomes, and RJIM’s long-term strategic objectives.
Responsibilities
Job Description
Strategy and Leadership
- Develop and execute a clear, forward-looking global distribution strategy aligned with the firm’s growth objectives and investment capabilities.
- Encompassing intermediary and institutional markets, set enterprise-level priorities for the sales organization, including clear capital and resource allocation decisions across channels.
- Clearly articulate overarching intermediary and institutional strategies, while empowering sales leadership to determine the most effective channel-specific tactics.
- Maintain senior-level relationships with strategic platforms, institutional clients, consultants, and key distribution partners.
- Represent the firm at major client meetings, industry events, and external forums.
- Reporting to the President, serve as a member of RJIM’s Senior Leadership Team on firmwide strategic growth initiatives.
Culture and Talent Development
- Lead and develop a team of more than 60 sales professionals across all channels.
- Build a sustainable leadership bench through recruiting, development, succession planning, and thoughtful performance management.
- Establish clear performance expectations, coverage models, and accountability frameworks.
- Reinforce a culture that prioritizes client needs, long-term outcomes, and professional integrity.
Operational Execution and Metrics
- Establish clear productivity, activity, and performance metrics across the global sales organization.
- Implement a disciplined management cadence, including regular business reviews and performance evaluations.
- Analyze sales, pipeline, and market data and translate insights into actionable decisions and priorities.
- Demonstrate prudent resource management, balancing near-term execution with longer-term platform growth and scalability.
- Leverage data, analytics, and technology, and artificial intelligence to enhance client engagement, improve sales productivity, and support more informed decision-making.
- Build strong, proactive partnerships with Compliance, Product, Marketing, and Investment teams to ensure aligned messaging and effective go-to-market execution.
- Design and continuously evolve coverage models and client segmentation frameworks to improve sales productivity and client engagement.
Experience And Education
- Bachelor’s degree required.
- Advanced degree and/or professional designation such as MBA, CFA, CFP, or CIMA preferred.
- 15+ years of experience in asset management distribution.
- 7+ years of senior leadership experience managing national or global sales teams.
- Proven success leading and scaling a multi-channel sales organization.
- Deep understanding of intermediary and institutional distribution models and economics.
Licenses / Certifications
Series 7 and 63 licenses required or obtained with six months of hire.
Education
Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Marketing
Work Experience
General Experience - More than 15 years, Manager Experience - More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Up to 50%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
Skills
Financial Services