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Job Description Summary

Under limited supervision, using extensive knowledge and skills obtained through education, experience, certification, and leadership expertise to oversee and lead the delivery of Independent Business Consulting services to RJFS-affiliated business owners. This role is responsible for managing complex consulting engagements, guiding team members, and serving as a senior advisor on advanced business structuring, partnership strategy, compensation design, and long-term business planning.
Provides strategic consultation across the full lifecycle of independent businesses-including startup, growth, optimization, and succession-while ensuring alignment with RJFS policies and best practices. Acts as a subject matter expert for complex cases involving entity structures, partnerships, equity ownership, and retention planning. Leads and develops a team of consultants to deliver high-quality, scalable consulting services.

Job Description

Essential Duties and Responsibilities:

• Lead and oversee the delivery of business consulting services to independent business owners across all lifecycle stages (build, scale, exit)
• Serve as the senior escalation point for complex engagements involving entity structuring, partnership design, equity ownership, compensation arrangements, and retention strategies.
• Provide strategic guidance to business owners on key initiatives including:
  • Business formation and structuring
  • Partnership and expense-sharing models
  • Junior advisor compensation and incentive planning
  • P&L design, optimization, and benchmarking
  • Equity and early succession planning strategies
• Lead startup consulting engagements for new and transitioning advisors, ensuring seamless onboarding and business launch activities.
• Partner with Business Development, Transitions, and Divisional Leadership to support advisor recruiting, affiliation, and retention efforts.
• Manage and prioritize a pipeline of high-impact consulting engagements, ensuring timely and high-quality delivery of services.
• Develop and evolve consulting frameworks, tools, and solutions that enhance scalability and consistency across the Independent Business Consulting offering.
• Lead, coach, and develop a team of business consultants; provide mentorship, performance feedback, and guidance on complex client situations.
• Present at Home Office visits and conferences to showcase the value of Independent Business Consulting services.
• Build and maintain relationships with internal and external stakeholders, including third-party vendors, CPAs, attorneys, and other professional partners.
• Maintain deep knowledge of industry trends, regulatory considerations, and best practices impacting independent business owners.
• Identify opportunities to enhance the service model and contribute to strategic initiatives within RJFS.

Knowledge of:

• Advanced concepts in business structuring, partnership design, and entity formation
• Tax considerations and financial reporting for independent business owners
• Compensation structures, incentive planning, and equity ownership models
• Financial statement analysis, including P&L development and benchmarking
• Financial advisory business models and operational best practices

Skill in:

• Leading complex client engagements and influencing senior stakeholders
• Strategic thinking and problem solving in ambiguous or high-impact situations
• Translating complex financial and structural concepts into actionable guidance
• Coaching and developing high-performing teams
• Project management across multiple concurrent engagements
• Executive-level communication and presentation

Licenses/Certifications:

• CPA perferred
• Series 7 preferred

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - More than 15 years, Manager Experience - More than 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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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