Senior Manager, Marketing Operations and Planning

Senior Manager, Marketing Operations and Planning

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Senior Manager, Marketing Operations & Planning

How does the role impact the organization?

Reporting to AVP, Marketing Technology & Operations, to develop, prioritize, plan, and execute on Marketing initiatives and roadmap deployments. The Senior Manager, Marketing Operations & Planning, will manage the strategic planning, execution, and optimization of marketing operations.





This role is crucial in ensuring the right processes are in place to coordinate and deploy the volume and flow of information whether its new content for our clients and advisors, change communications, or news about our culture; to our advisors, associates and the public ensuring alignment with business goals.

What will your role be responsible for?

- Strategic Planning: Develop and implement comprehensive marketing strategies to support business objectives. Provide hands-on support to steer strategic business initiatives from concept to execution and monitor their progress over time.
- Project Management: Oversee the planning, execution, and analysis of marketing special projects and initiatives with skillful oversight and support across various channels and oversee success of major cross functional marketing projects to mediate anticipated roadblocks.
- Budget Management: Manage the marketing budget, ensuring efficient allocation of resources and maximizing ROI.
- Performance Analysis: Monitor and analyze marketing performance metrics,





providing insights and recommendations for improvement. Ensures the Marketing Operation function works to capture and present project execution lessons learned at project closures to foster an environment of continuous improvement.
- Stakeholder Collaboration: Work closely with senior leadership to ensure cohesive marketing efforts.
- Vendor Management: Manage relationships with external vendors and agencies to ensure quality and timely delivery of marketing materials.
- Compliance: Ensure all marketing technology and operational activities comply with industry regulations and company policies.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package.





Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

- Degree in marketing, Business Administration, or a related field. MBA preferred.
- 10+ years of progressive experience in marketing operations, program or project management, with at least 5 years in a managerial role. Preference to experience in the wealth management space.
- Exceptional communicator and strategic thinker
- Break down strategic problems and opportunities. Ability to quickly assimilate large amounts of information; effectively comprehend, synthesize, analyze,





structure and communicate executive-level narratives and to provide recommendations to help our marketing practice deliver value at scale
- Influencing skills, including ability to influence upwards and influence decision making
- Demonstrated experience leading cross-functional teams in a collaborative manner
- Solid business acuity, professionalism, and integrity
- Proficiency in marketing automation tools and CRM systems
- Ability to manage multiple projects and meet deadlines and to collaborate with diverse teams to align and implement marketing solutions.
- Experience managing and motivating direct reports.

We encourage 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 - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected].





By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

▶️ Senior Manager, Marketing Operations and Planning
🖊️ Raymond James
📍 Toronto