Client Relationship Manager

** Job Summary*
* Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Relationship Manager who is a motivated, detail oriented and creative problem solver to join our growing team. Come grow with us and see where a career at Raymond James could take you!

** Responsibilities*
* + Development and execution of a strategic plan to monitor and control expenses to facilitate revenue growth of the practice, improve productivity, realize operational efficiencies and address competitive landscape.

+ Leadsdeliveryoftheclientexperience,includingmanagementofadministrativeproceduresas wellas directing and coordinating execution of clientrequests.

+ Worksdirectlywithhomeofficepersonneltocoordinatebranch-homeofficeworkflow.

+ Researchesandresolvescomplexproblemsrelatingtoclientaccountsandinquiries.

+ May review daily work of practice team's support staff, including evaluating workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.

+ Planandcoordinatespecialprojectsforpracticetoincludeclienteventsforclientsandprospectsthat result in a return on investment.

+ Assess training needs, identify industry-developed training programs and coordinate training implementation.

+ Educatesandassistswithtrainingfinancialadvisorsonthelatestplatformandproductenhancements, including new software, websites and other tools and resources.

+ Educatesfinancialadvisorsonthebenefitsofofferedproductsandservicesfortheirclientsthrough individual or group meetings and presentations.

+ Develop and maintain strong relationships with key business partners both internal and external.

+ Assistsinsourcinganddevelopingnewfinancialadvisoraffiliationstoachievebranchrecruiting goals.

+ Establishes relationships with prospective advisors, provides consultation and education regarding the Raymond James and Associatesplatform.

+ Maintainsaprospectdatabase,gatheringinformationanddataonprospectstobeusedtodetermine suitability in the branch recruiting process.

+ Participatesinconferencecallsandmeetingswithprospectstounderstandtheirbusinessandproduct mix and to address issues, interests and concerns.

+ Preparespayoutanalysesbasedonprospect'sproductionandmixofbusiness;generatesproposals forprospects.

+ Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.

+ Partnerswithhomeofficedepartmentstoleverageproductsalesandgeneratenewbusiness opportunities for financialadvisors.

+ Responds to requests from Financial Advisors who need assistance in sellingproducts.

+ Assistswiththecreationofbusinessdevelopmentstrategies,andwithmaintainingandexpanding referral sources including the coordination of target marketing campaigns.

+ Performs other duties and responsibilities as assigned.

** Education/Experience Requirements*
* + Bachelor's degree in related field and a minimum of three years' experience in the financial services industry

~or~

+ An equivalent combination of experience, education and/or training as approved by Human Resources

** Licenses*
* + SIE requiredprovided that an exemption or grandfathering cannot beapplied

+ Series7

+ Series 63, 65 and/or66 as required bystate

+ Ability to obtain additional securities and advisory state registrations if required bystate.