**Essential Duties and Responsibilities** + Partner with business leaders to develop and execute PCG initiatives helping to drive organic growth and improve operational efficiencies to deliver service excellence. + Leads the production and approval of business process solutions, ensuring they meet the needs of key stakeholders. + Leads a team that understands the industry environment, anticipating trends and complex challenges to conduct competitive analysis. + Leading and developing metrics to measure success of programs and initiatives; working with financial management team to implement key performance indicators + Perform market research to understand competitive and industry trends and developments to benchmark solutions and service capabilities across all affiliation options. + Develop and deliver presentations to groups, conferences, advisors, and industry participants representing PCG and/or Raymond James **Knowledge, Skills, and Experience** + Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis + Data collection and analysis + Multi-project management + Action planning + Strategic planning + Performing market research, identifying market segments and specifying product requirements + Preparing and delivering clear, effective, and professional presentations + Partner with other functional areas to accomplish objectives + Organize, manage, and track multiple detailed tasks and assignments with frequently changing + priorities and deadlines in a fast-paced work environment + Establish and maintain effective working relationships with others **Licenses/Certifications** + SIE & Series 7, required provided that an exemption or grandfathering cannot be applied, or the ability to obtain within 6 months.