Job Description Summary

Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.

Job Description

Job Profile Summary Play a pivotal role in evaluating and executing investment opportunities within the financial advisory sector, deploying Raymond James' capital to support and expand its network of advisors through Practice Capital Solutions. Responsibilities include structuring investments, assessing branch financials and firm valuations, conducting due diligence, managing the investment pipeline, monitoring investment and maximizing long-term value.

Responsibilities:

• Lead deal creation and execution for private equity investments in financial advisory firms.
• Conduct in-depth financial analysis, including financial analysis of advisors’ practice, valuation modeling, cash flow scenarios of debt and equity investments.
• Structure transactions that optimize returns and support the firm's overall investment and retention strategy.
• Prepare key investment memos, pitch books, and financial reports to support decision-making and investment approval.
• Manage investment pipeline, reporting, and meetings. Project manage multiple transactions simultaneously by setting agendas, sharing minutes, establishing next steps, and guiding internal processes forward.
• Oversee post-investment integration, ensuring execution on transaction structure and equity partnership to support branch growth in alignment with Raymond James' operational and strategic goals.
• Monitor market trends, regulatory developments, and competitive positioning to inform investment decisions.
• Build and maintain relationships with financial advisors, routinely presenting and explaining the offering to advisors.
• Act as a thought partner on Practice Capital Solutions program evolution.

Skills:

• Expertise in equity investing, financial modeling, and valuation methodologies.
• Knowledge of financial advisors’ financials and business operations, M&A transactions, capital structuring, and investment risk assessment.
• Strong ability to analyze data trends and market dynamics to guide investment decisions.
• Strong communication skills to engage with stakeholders, negotiate transactions, and present investment cases.
• Proficiency in financial analysis tools and software to support complex deal structuring.
• Proven ability to lead investment initiatives and navigate complex financial transactions independently

Educational/Previous Experience Requirements

• Bachelor’s Degree (B.A) in related field with eight (8) to ten (10) years of relevant experience in the financial services industry.

Licenses/Certifications:

None required

Education

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience – 10 to 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

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. 

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