Director of Operations (St. Louis)

Job

Description:

Summary The Director of Operations is responsible for driving operational excellence and strategic execution across the Renewable Energy Investments business unit. This role serves as a central integrator across capital raising, product origination, transaction execution, and asset management functions.

The Director will oversee financial planning and performance forecasting, support strategic initiatives, and ensure seamless coordination with key Raymond James partners and stakeholders. Key to success in this role is evaluating enterprise level efficiencies throughout Raymond James, starting with implementing operational improvements between AHI and REI for each of the

Key Responsibilities:

below. Specific goals and objectives will be established and evaluated annually. Job

Description:

Key Responsibilities:

Operational Leadership & Process Management Establish, implement, and continuously improve scalable processes across capital raising, product origination, transaction execution, and asset management.

• Develop standardized workflows, reporting frameworks, and internal controls to enhance efficiency, transparency, and risk management.
• Drive cross-functional alignment to ensure operational consistency from deal sourcing through asset lifecycle management.
• Lead operational due diligence processes and post-closing integration coordination.

Financial Planning & Performance Management Serve as primary point of contact for business unit P&L oversight, including forecasting, budgeting, variance analysis, and performance reporting.

• Oversee transaction-level financial projections and pipeline tracking.

Partner with Finance to ensure accurate revenue recognition, expense tracking, and capital deployment reporting.

• Develop and maintain KPI dashboards to monitor performance across capital formation, deployment, and asset management.

Strategic Planning & Execution Lead business unit strategic planning initiatives, including annual planning and long-range growth strategies. Translate strategic priorities into actionable initiatives with measurable milestones.

• Evaluate market opportunities, competitive positioning, and operational scalability to support platform expansion.
• Support new product development and market entry initiatives.

Intra-Group Collaboration Act as central coordination point between Renewable Energy Investments and other Raymond James teams (Investment Banking, Private Capital Advisory, Research, Legal, Compliance, Finance, Accounting, etc.).

• Ensure consistent communication, alignment of priorities, and proactive issue resolution across stakeholder groups.

Foster strong working relationships that enhance deal execution and investor

experience:

Governance, Risk & Compliance Coordinate with Legal and Compliance to ensure adherence to regulatory

requirements:

and internal policies.

• Implement appropriate operational controls to mitigate financial and operational risk.
• Support investment committee materials preparation and governance processes.

Team & Organizational Development Support talent planning, resource allocation, and organizational design to ensure the business unit is structured for growth.

• Mentor junior team members and promote a culture of accountability, execution excellence, and collaboration.
• Lead special projects and operational initiatives as the platform evolves.

Flexible Execution & Cross-Functional Support Serve as a flexible resource to step into active workstreams and provide additional bandwidth across the team as needed.

• Support a range of functions including deal origination, investor origination, software implementation, transaction execution/closing, and asset management.

Rapidly assess priorities, integrate with stakeholders, and drive deliverables to maintain momentum across multiple concurrent initiatives.

Qualifications:

8–12+ years of

experience:

in investment management, private equity, infrastructure, renewable energy, or financial services operations. Strong financial acumen with demonstrated

experience:

managing P&L forecasting and transaction modeling. Proven ability to build and implement scalable operational processes. Exceptional cross-functional leadership and stakeholder management

skills:

Strategic thinker with strong execution discipline.

Experience:

within renewable energy, infrastructure, or alternative investments preferred.

Education:

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work

Experience:

General

Experience:

• More than 15 years, Manager

Experience:

• More than 15 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident 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,

experience:

s, 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. 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. 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. 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.