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UCITS & AIFMD for US Managers
November 4th, 2026
NYC, USA

Jordan Lillian
Vice President Business Operations at Raymond James Investment Management

Profile

As Vice President, Business Operations for Raymond James Investment Management (RJIM), Jordan has 14 years of experience with the firm as a vital part of the integration of cross-functional teams. His financial industry background spans the spectrum from the intricacies of operations and real estate to client-facing engagements in a previous position.

Initially an institutional client portfolio specialist with the RJIM boutique, Eagle Asset Management, he shifted roles within a few years to become the liaison between boutique investment managers and RJIM, which broadened the collaborative value he could provide to the collective firm. As part of his responsibilities, he has over a decade of specific experience running UCITS for the firm.

Jordan earned his bachelor’s degree in applied economics from Florida State University. He lives in Palm Harbor, FL, with his wife and their two children.

Agenda Sessions

  • Using a 3rd Party ManCo for efficient European access

    3:20pm