Director, Longevity Planning

Company: Raymond James Financial
Location: Orlando
Posted on: November 6, 2024

Job Description:

Job SummaryLongevity Solutions is dedicated to educating Raymond James (RJ) Financial Advisors (FAs) about the implications of longevity, particularly as it relates to housing, healthcare, caregiving, and transportation. Utilizing the Longevity Solutions strategic plan, we work with internal and external partners and resources to support RJ FAs in providing guidance to their clients on financial and estate planning, along with risk management. The overall strategy is to ensure that all RJ FAs are equipped to help their clients prepare for retirement and the financial implications of increasing lifetime expectancies, sometimes referred to as "the new longevity." Under general direction and with a high level of autonomy, the Senior Manager of Longevity Planning is responsible for the development and execution of the Longevity Solutions strategic plan. Building out a team in support of the firm's longevity work, individuals in the role lead the team in tracking the use of longevity resources and data. To identify and enact cross-promotional opportunities, they liaise with related departments around the firm, including Trust and RJ Insurance Group, as well as Private Client Group (PCG) Education. They also partner with Procurement, Compliance, Legal, Supervision, and other departments to ensure that outside resources are aligned with the firm's overall strategy. This requires the proven ability to establish and maintain effective working relationships at all levels of the organization in order to negotiate resources and accomplish strategic objectives.Essential Duties and Responsibilities

• Drive the development, strategy, and execution of Longevity Planning initiatives.
• Collaborate with departments and leadership across the firm, including Regional Management, PCG Education, Senior and At-Risk Clients, RJ Trust, and RJ Insurance Group.
• Support executives at the VP-level and above from departments around the firm.
• Lead firm-wide groups with the goal of offering longevity-centric resources to RJ FAs and their clients from a holistic viewpoint across multiple areas.
• Spearhead complex projects impacting RJ FAs, such as the Membership Pilot project involving Wealth Planning, RJ Insurance Group, RJ Trust, RJ Bank, Regional Management, PCG Strategy, and external partners.
• Train and consult with FAs and their teams, helping them implement longevity planning into their processes.
• Manage Longevity Advisory Board that consists of 30 FAs from around the firm, hosting bi-monthly meetings, assessing advisor feedback, and implementing when appropriate.
• Maintain strong working relationships between RJ and external Longevity Planning partners through deep knowledge and frequent management of resources and offerings, along with ongoing assessment of Compliance, Legal, and Supervision concerns.
• Evaluate potential third-party longevity planning resources and monitor capabilities of competitors.
• Serve as subject matter expert on longevity planning and related topics, developing presentations and delivering them at conferences and client events.
• Leverage data and analytics from RJ and the industry to inform overall strategy and project direction.
• Develop and lead Longevity Planning team, optimizing opportunities for team learning and advancement.QualificationsKnowledge, Skills, and AbilitiesKnowledge of
• Resources, technology, and best practices in relation to aging and "the new longevity."
• Advanced concepts, practices, and procedures of business planning and analysis, marketing, and product management.
• Industry rules and regulations related to longevity planning and marketing related resources.
• Financial markets and products.Skill in
• Strong critical thinking and solution development.
• Relating product capabilities to business issues.
• Detail orientation at an advanced level to ensure quality standards are met and credibility is maintained to the highest degree.
• Leading in a team environment by persuading and proactively influencing strategic decision making and direction.
• Short and long term strategic planning.
• Performing project evaluations.
• Developing and delivering clear, effective, and professional presentations.
• Operating standard office equipment and using required software applications.Ability to
• Build trusting, effective relationships with teams, stakeholders, and senior management.
• Demonstrate critical thinking regarding the future growth and development of Longevity Solutions strategy.
• Use collaborative skills in encouraging and supporting team participation.
• Work under pressure on multiple tasks concurrently and manage those delegated to meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Interpret and apply policies, and identify and recommend changes.
• Partner with other functional areas to accomplish objectives.
• Establish active partnerships at all levels of the organization in order to negotiate resources.
• Employ appropriate interpersonal styles of writing and orating to communicate effectively with all organizational levels.
• Drive team to a consensus and manage broad groups without direct authority.
• Make independent decisions.
• Exercise strong analytical skills during project management.Educational/Previous Experience Requirements
• Bachelor's degree in finance, marketing, or business-related field with a minimum of ten (10) years of progressively responsible product management or development experience.
• Certificate or advanced degree in Gerontology/Aging Studies preferred.
• OR an equivalent combination of experience, education, and/or training approved by Human Resources.Licenses/CertificationsRaymond James Guiding Behaviors: 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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Keywords: Raymond James Financial, Palm Harbor , Director, Longevity Planning, Executive , Orlando, Florida