Teams at Raymond James

Lead delivery of Independent Business Consulting services for RJFS-affiliated business owners across lifecycle stages. Manage complex engagements on entity structuring, partnership and compensation design, P&L optimization, equity and succession planning. Build scalable consulting frameworks, prioritize high-impact projects, partner with business development and divisional leaders, and lead and mentor a team of consultants while maintaining stakeholder relationships and industry/regulatory knowledge.

The Senior Analyst in Liquidity Management supports liquidity stress testing, financial projections, and strategic initiatives while ensuring compliance with regulatory requirements and improving processes.

The Senior Analyst will develop AML models, analyze financial crime trends, ensure data quality, and collaborate with technology teams to improve analytics infrastructure.