President, Raymond James Investment Management

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Key ResponsibilitiesDevelop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. Lead investment strategy, portfolio management oversight, and risk governance to ensure strong client outcomes and financial success. Lead sales and distribution strategy, identifying new channels and opportunities for investment product placement with financial advisors, institutions, and wealth platforms. Drive business development by cultivating relationships with institutional investors, wealth management professionals, and distribution partners. Ensure regulatory compliance and fiduciary alignment with industry standards, including SEC, FINRA, and other governing bodies.

Lead marketing and branding strategy efforts to strengthen market positioning, product visibility, and industry credibility. Oversee financial planning, budgeting, and operational efficiency to enhance profitability. Represent the firm externally, engaging in industry conferences, investor meetings, and thought leadership initiatives. Build and mentor a high-performing leadership team, fostering a results-driven, client-centric, collaborative, and distribution-oriented organizational culture. Communicate with the board of directors and Raymond James executive leadership regarding strategic plans and initiatives, performance metrics, corporate governance, and succession planning and associate development. QualificationsKnowledge of:

Retail and institutional investment products and landscape Wealth management distribution models, including third-party sales, intermediary partnerships, and direct-to-client channels. Sales and marketing strategies for investment product distribution across various platforms. Regulatory landscape governing the asset management business, including compliance and fiduciary requirements. Business strategy, corporate finance, and organizational leadership. Skills InStrategic planning, execution, and market expansion within investment management and wealth advisory sectors. Leading distribution initiatives, including wholesaling, sales optimization, and partnership development. Negotiation, relationship-building, and stakeholder engagement. Financial modeling, budgeting, and performance analysis. Leadership, talent development, and organizational transformation.

Ability ToDrive profitable growth while ensuring client satisfaction and long-term value creation. Develop and expand existing and potential distribution channels for investment products and wealth solutions. Inspire, motivate, and cultivate a collaborative, results-oriented business culture. Establish and maintain trusted partnerships with advisors, investors, portfolio managers, distributors, Raymond James senior leaders, and board members. Educational/Experience RequirementsMBA, CFA, or relevant professional designation preferred. 15+ years of leadership experience in investment management, asset management, or wealth advisory services, with a focus on distribution strategy. Proven track record of driving profitable business growth, leading asset management strategies, and developing successful teams.

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