The role requires proactive collaboration with front‑office support teams to identify opportunities for improvement, deliver training and development initiatives, and provide high‑quality practice management insights. The position operates with a high degree of autonomy and involves extensive interaction with internal stakeholders, including Wealth Managers, senior leaders, subject‑matter experts, and product providers.
Key Responsibilities:
- Practice Intelligence programmes. Create, monitor, and refine programmes and resources that enhance branch productivity and operational efficiency.
- Coaching & education design. Develop and evolve coaching, training, and educational content using internal expertise and external providers.
- Wealth Manager engagement. Build strong relationships with Wealth Managers; represent the team at firm events and forums.
- Consulting support. Partner with Wealth Managers to identify opportunities to improve efficiency, revenue generation, and long‑term business resilience.
- Product provider collaboration. Maintain relationships with UK product providers to source relevant and high‑quality content.
- US Practice Intelligence alignment. Stay current with the Raymond James Practice Intelligence model and adapt resources for the UK market.
- Event & content management. Oversee the Practice Intelligence event calendar; support the delivery of bulletins, webinars, and other communications.
- Industry trend monitoring. Track market, regulatory, and industry developments to ensure resources remain relevant and forward‑looking.
- Project & reporting management. Develop project plans, reporting frameworks, surveys, summaries, and written recommendations.
- Cross‑functional collaboration. Build effective working relationships across all levels of the organisation.
- Documentation & analysis. Produce high‑quality correspondence, reports, presentations, spreadsheets, and databases.
- Presentation delivery. Prepare and deliver clear, engaging, and professional presentations to internal audiences.
- Operational delivery. Ensure all initiatives are delivered on time and within budget.
Skills & Competencies:
- Wealth management operations. Strong understanding of Wealth Manager workflows, technology, and operational processes.
- Business process analysis. Ability to analyse, interpret, and improve business processes.
- Financial markets knowledge. Solid understanding of financial markets, investment products, and advice models.
- Technical proficiency. Strong command of Microsoft Office, especially PowerPoint.
- Professional resilience. Ability to remain calm, professional, and service‑oriented under pressure.
- Teamwork & independence. Comfortable working autonomously while also contributing effectively within a team.
Experience & Qualifications:
- Degree‑level education (preferred).
- Business coaching qualification such as EMCC, ICF, or AC (preferred).
- Experience within the UK wealth management or financial advice sector.
Attributes:
- Research capability. Skilled at sourcing, evaluating, and synthesising content from internal and external sources.
- Industry insight. Strong understanding of wealth management, investment management, and financial planning.
- Programme development. Ability to design and track initiatives that improve productivity and efficiency.
- Problem‑solving. Creative and analytical approach to complex tasks.
- Communication excellence. Confident communicator across all levels of the organisation.
- Collaboration. Effective at working with front‑office support teams to identify and resolve issues.
- Autonomy. Comfortable making decisions with significant latitude.
- Interpersonal effectiveness. Skilled at engaging with senior management and subject‑matter experts.
Training & Development Support:
- Support to obtain a business coaching qualification (EMCC, ICF, AC).
- Support to obtain CISI / CII Level 4 qualifications.
- Training to understand the unique needs of Raymond James Wealth Managers.
- Training on Practice Intelligence US tools and related resources.
