Title: Succession & Acquisitions Consultant Location: Saint Petersburg, Florida - United States time type Full time job requisition id R-0011459 Job Description Summary Job Description Under limited supervision, uses specialized skills and extensive knowledge obtained through education and/or training and experience to develop complex and specialized succession plans to a diverse set of financial advisors. Delivers personalized one on one consulting and team consulting with financial advisors, as well as with branch managers. Provides subject matter expertise with respect to succession strategies, FINRA 2040b, team enhanced compensation and catastrophic planning to develop a unique business succession, catastrophic or team plan for advisors. Works independently with a large degree of autonomy in partnership with financial advisors, senior management, branch management, and other firm stakeholders to execute on succession strategies and protect advisor’s practices. May provide comprehensive solutions to complex problems or needs. Counsels financial advisors in the key components of a succession plan. Completes comprehensive technical valuations of advisor practices and therefore must have thorough understanding of valuation approaches, discount rates, internal and external drivers of valuation, cost of capital, business sustainability and client transferability and the respective impact on a practice’s valuation. Must have extensive knowledge of challenging concepts, such as equity/partial practice sales, private equity, valuation versus purchase price, application and impact of discount rate, cash flow modeling and other industry trends, with ability to share with advisors in an understandable way. Must understand risks associated with various deal structures (such as interest rate risk, attrition risk, market risk) and communicate them clearly and concisely. Must be able to complete and have thorough understanding of cash flow modeling with ability to educate advisors on illustrated impact. Extensive knowledge of financial advisor compensation, transition assistance, account splits, various compliance policies and supervision procedures is required. Must work closely with other stakeholders, including senior division management to communicate successes, concerns and challenges that arise with aging advisors and succession planning in general. Must have extensive knowledge of financing concepts, both internal and external and educate financial advisors accordingly. Must be able to present concepts to large groups of advisors. Also work with branches, financial advisors and various PCG recruiting personnel as needed. May provide life coaching to aging advisors seeking help with notion of retirement and next life stages. Essential Duties and Responsibilities: - Create tailored succession solutions for financial advisors to meet their personal succession needs. - Complete practice market value reports and present the results to financial advisors while providing context against industry and firm benchmark valuations for similar practices. - Consult with financial advisors on practice growth alternatives by sharing the drivers of practice valuation to help maximize the value of their practices upon retirement, death or disability. - Create individual succession strategies for financial advisors, discussing the pros and cons of each. - Develop personal exit strategy with the financial advisors including working through the timing and developing a communication plan for clients. - Educate financial advisors on succession strategies, FINRA regulation, exit strategies, practice valuation and payment options. - Consult / coach financial advisors on teaming for the purpose of succession, including impact of sharing revenue prior to and post-sale. - Will provide feedback to branch managers and/or division management on succession progress during individual and group consulting engagements. - Prepares and delivers written and oral presentations to various levels in the firm. - May present in front of large and small groups for conference and event presentations, workshops and divisional and/or complex meetings. - Supports promotional activities of the department and dissemination of succession & acquisition materials. - Provide regional and divisional senior management monthly and/or quarterly updates on case specifics and discuss specific cases as needed. - Serve as a subject matter expert on 2040b regulatory requirements. - Balances conflicting resources and priority demands. - Review incoming catastrophic and practice purchase agreements and work with legal, compliance and supervision departments when needed to solicit feedback and ensure agreements are in line with regulatory and firm policy and guidelines. - Conduct detailed due diligence reviews with financial advisors of potential acquisition practices and counsel them on concerns or potential challenges associated with potential acquisition candidates. - Assist financial advisors seeking to sell their practices in executing a plan including consulting on valuation, deal structure, transition best practices, and formally documenting the deal. - Perform duties in a highly professional manner to address and resolve conflicts or issues that arise in any and all consulting engagements with financial advisors to facilitating a positive working relationship between the field and home office. - Consult with incoming recruits on succession best practices. - Consult financial advisors using all tools and resources available, including benchmarking data, internal historical deal structure results, and best practices collected from previous case work, etc. - Work in a high performing team environment, collaborating when necessary while managing multiple cases and projects with concurrent deadlines. - Work with Succession Operations Specialists to ensure deals are documented, case work is updated and accurate, and checklist items are completed by SOS in appropriate tracking system, ensuring necessary follow through. - Interact with external attorneys, CPAs or consultants as needed on individual financial advisor deals. - Stay current with securities industry trends and regulations. - Engage legal support regularly to discuss and debate agreement language, FINRA rule interpretation, legal concepts related to succession planning, acting as advocate for financial advisors. - Perform other duties as assigned. Knowledge of: - Financial markets & Products - Concepts, practices and procedures of the securities industry - Performance or actions necessary for advisor and branch professionals to acquire, sell and refine their business. . - Working structure, policies, mission and strategies of the organization - Operational processes and procedures of assigned functional areas - Business succession and catastrophic plan structures. - Business acquisition analysis and valuation procedures. - FINRA applicable regulations. - Independent contractor sector and employee financial advisor sector in the securities industry. - Practice management tenets and processes. Skill in: - Effectively communicating with financial advisors, senior management, and other internal as well as external parties in a manner that ensures clear understanding of all facts and alternatives. - Gathering and analyzing detailed financial information and data. - Active listening. - Critical thinking. - ·Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - High order reasoning and decision-making to make prudent recommendations. - Detail orientation to ensure the accuracy of reports, correspondence and databases. - Presenting to large groups for purpose of providing education in a clear and concise manner. - Organization to manage multiple engagements with concurrent deadlines Ability to: - Analyze data and communicate results in a clear and concise manner. - Be a Self-starter, given limited direction and supervision. - Be responsive and reliable while adhering to principles of excellent customer service. - Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently. - Work collaboratively in a team environment where projects will be assigned and completed with interaction and coordination with other team members. - Independently manage and complete multiple projects and tasks. - Attend to detail while maintaining a big picture orientation. - Maintain interest in investment advisor and/or financial planner services and products. - Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels. - ·Interpret and apply policies and identify and recommend changes as appropriate. - Establish and communicate clear directions and priorities. - Make professional presentations to individuals and large groups. - Use mathematics sufficient to analyze numerical data, ratios among percentages and rates of change in trend analysis. - Handle stressful situations and provide a high level of customer service in a calm and professional manner. - Work under pressure on multiple projects/deals concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. Educational/Previous Experience Requirements: - Bachelor’s Degree (B.A) from four-year college or university with a minimum of five (5) years of securities industry experience, including direct interaction with Financial Advisors. - ~or~ - An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: - SIE required provided that an exemption or grandfathering cannot be applied. - Series 7 License, or ability to obtain within 6 months. We highly prefer candidates that have already obtained series 7 license. - Ability to obtain Registered Corporate Coach (RCC) or applicable coaching designation within 1 year. Education Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience – 10 to 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. #LI-JM1 About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Read More Join our Talent Network Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Read More Working at Raymond James Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

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Title: Corporate Life Sciences Associate (Philadelphia or DC) Location: Philadelphia United States Job Description: DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together. Summary DLA Piper is seeking an Associate to join our Corporate group with a focus on Life Sciences transactional work. The ideal candidate will have 3-4 years of corporate transactional experience with a background in Life Sciences. Experience in contract drafting, including license agreements, collaboration agreements, supply agreements in the pharmaceutical, biotech or medical device space, is a must. This candidate will be working with biotechnology and pharmaceutical companies in connection with their strategic licensing and transactional agreements. Candidates must possess excellent academic credentials as well as strong organization, research, writing, and analytical skills. This position is open to our Philadelphia and Washington, D.C. offices. Responsibilities - Responsibilities as an Associate will vary based on level of experience and specific practice group. - Legal Research: Conduct thorough and comprehensive legal research and analysis to support transaction preparation and strategy. - Legal Writing: Draft well-written, error free, and reasoned legal documents, including memos, contracts, and correspondence. - Transaction Assistance and Management: Assist/Manage a variety of complex transactions from inception to resolution including preparing for trials, negotiations, settlements, closings, and other legal activities while continuously demonstrating strong judgement. - Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external client relationships by providing support, regular updates, advice, and addressing concerns promptly and with the utmost professionalism. - Collaboration: Work collaboratively with other lawyers and business professionals to support and develop innovative transaction strategies to achieve the most favorable outcomes for internal and external clients. - Attend, support, and participate in high-level legal activities including client calls and meetings, negotiations, etc. - Compliance: Ensure rigorous compliance with legal standards and regulations, staying abreast of changes in law and legal precedents. - Professional Development: Proactively seek out and participate in ongoing training and development opportunities to enhance your legal knowledge, practice technology, management, and leadership skills. - Firm Citizenship and Community Involvement: Engage in and contribute to; firm programs and initiatives; civic and professional organizations; pro bono work by providing legal assistance to underserved and underrepresented communities. Desired Skills - Excellent written and verbal communication abilities. - Strong research, analytical and problem-solving skills. - Attention to detail. - Good business and professional judgment. - Excellent organizational skills. - Ability to work collaboratively and independently. - Conceptual thinking. - Persuasive communication. - Management skills. Minimum Education - JD - Degree from an accredited law school. Certifications - Admitted to practice in Philadelphia or Washington D.C. Minimum Years of Experience - 3 years of corporate experience. - Direct and applicable AmLaw 100 firm and experience preferred. Essential Job Expectations While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to: - Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties; - Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner; - Provide timely, accurate, and quality work product; - Successfully meet deadlines, expectations, and perform work duties as required; - Foster positive work relationships; - Comply with all firm policies and practices; - Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed; - Ability to work under pressure and manage competing demands in a fast-paced environment; - Perform all other duties, tasks or projects as assigned. Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. Physical Demands Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Work Environment-The firm's work location requirements may be modified at the firm's discretion - Hybrid - Regular in-office presence with some flexibility for work-from-home Disclaimer The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment. Application Process Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact CorporateTalent@us.dlapiper.com. Search Firms Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration. If you have an agreement with the firm, please log in to the agency portal. If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile to CorporateTalent@us.dlapiper.com. Pay Transparency The firm's expected hiring range for this position is $260,000 - $365,000 per year depending on the candidate's geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k). Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntary and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm's direction and in accordance with applicable policy and law. #LI-Hybrid #LI-CS1 DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job applicant poster viewing center.