Director, Experience Investment Banking

Job Description

Essential Duties and Responsibilities:

• Develops and executes strategies to accomplish client and employee experience-oriented services and goals.

• Works with internal leaders and Investment Banking senior management to develop, execute and support strategic initiatives for multiple workstreams.

• Build partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience.

• Lead operational improvements and well-designed workflows to the business that support a positive and efficient experience ultimately supporting revenue growth.

• Delegates and provides guidance to team members to influence an environment of learning and teamwork.

• Present strategic plans and work with executive leadership to align on priorities, resources and budget.

• Performs other duties and responsibilities as assigned and needed.

Knowledge, Skills, and Abilities:

Knowledge of

• Advanced investment concepts, practices and procedures used in the securities industry.

• Advanced concepts, principles and practices of Investment Banking.

• Financial markets and products.

Skill in

• Analytical and data-driven decision-making abilities

• Identifying resources to help aid in operational improvements

• Organizing and managing complex problems and workflows

• Problem solving skills and the ability to think independently sufficient to market ideas.

• Defining high standards of quality and evaluate products, services, and own performance against those standards.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

• Travel frequently with limited advance notice.

• Communicate effectively, both orally and in writing, with all organizational levels, including senior Investment Banking management.

• Balance conflicting resource and priority demands.

• Partner with other functional areas to accomplish objectives.

• Establish and maintain effective working relationships at all levels of the organization.

• Plan, assign, monitor, review, evaluate and lead the work of others.

• Identify training needs and develop subordinates.

• Work independently, make non-routine, complex decisions and resolve moderately complex accounting problems.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

• Attend to detail while maintaining a big picture orientation.

• Interpret and apply policies and identify and recommend changes as appropriate.

• Work independently as well as collaboratively within a team environment.

• Identify required tasks, develop timelines and execute.

• Project a positive, professional image both internal and with external business contacts.

• Lead meetings, ensuring that all viewpoints, ideas and problems are addressed.

Educational/Previous Experience Requirements

• Bachelor’s Degree (B.A.) in Finance, Accounting, Business or a related field, MBA preferred and (10) ten to (12) twelve years of experience in the financial industry.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.

• FINRA Series 7 License preferred but not required.

Travel Required:  Yes, 50 % of the Time

Education

Bachelor’s: Business Administration (Required), Bachelor’s: Computer and Information Science (Required), Bachelor’s: Digital Communications and Media/Multimedia (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Salary Range

$80,000.00-$250,000.00

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