**Key Responsibilities** + Develop and implement corporate strategy to drive growth, optimize investment performance, and expand distribution networks. + Lead investment strategy, portfolio management oversight, and risk governance to ensure strong client outcomes and financial success. + Lead sales and distribution strategy, identifying new channels and opportunities for investment product placement with financial advisors, institutions, and wealth platforms. + Drive business development by cultivating relationships with institutional investors, wealth management professionals, and distribution partners. + Ensure regulatory compliance and fiduciary alignment with industry standards, including SEC, FINRA, and other governing bodies. + Lead marketing and branding strategy efforts to strengthen market positioning, product visibility, and industry credibility. + Oversee financial planning, budgeting, and operational efficiency to enhance profitability. + Represent the firm externally, engaging in industry conferences, investor meetings, and thought leadership initiatives. + Build and mentor a high-performing leadership team, fostering a results-driven, client-centric, collaborative, and distribution-oriented organizational culture. + Communicate with the board of directors and Raymond James executive leadership regarding strategic plans and initiatives, performance metrics, corporate governance, and succession planning and associate development. **Qualifications** **Knowledge of:** + Retail and institutional investment products and landscape + Wealth management distribution models, including third-party sales, intermediary partnerships, and direct-to-client channels. + Sales and marketing strategies for investment product distribution across various platforms. + Regulatory landscape governing the asset management business, including compliance and fiduciary requirements. + Business strategy, corporate finance, and organizational leadership. **Skills in:** + Strategic planning, execution, and market expansion within investment management and wealth advisory sectors. + Leading distribution initiatives, including wholesaling, sales optimization, and partnership development. + Negotiation, relationship-building, and stakeholder engagement. + Financial modeling, budgeting, and performance analysis. + Leadership, talent development, and organizational transformation. **Ability to:** + Drive profitable growth while ensuring client satisfaction and long-term value creation. + Develop and expand existing and potential distribution channels for investment products and wealth solutions. + Inspire, motivate, and cultivate a collaborative, results-oriented business culture. + Establish and maintain trusted partnerships with advisors, investors, portfolio managers, distributors, Raymond James senior leaders, and board members. **Educational/Experience Requirements:** + MBA, CFA, or relevant professional designation preferred. + 15+ years of leadership experience in investment management, asset management, or wealth advisory services, with a focus on distribution strategy. + Proven track record of driving profitable business growth, leading asset management strategies, and developing successful teams.