Practice Business Manager

Practice Business Manager page is loaded## Practice Business Manager locations:
Beaver, Pennsylvania - United Statestime type:
Full time posted on:
Posted Todayjob requisition :
R-0009728
** Job Description Summary
**** Job Description
**** 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.
* Leads delivery of the client experience, including management of administrative procedures as well as directing and coordinating execution of client requests.
* Works directly with home office personnel to coordinate branch-home office workflow.
* Researches and resolves complex problems relating to client accounts and inquiries.
* 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.
* Plan and coordinate special projects for practice to include client events for clients and prospects that result in a return on investment.
* Assess training needs, identify industry-developed training programs and coordinate training implementation.
* Educates and assists with training financial advisors on the latest platform and product enhancements, including new software, websites and other tools and resources.
* Educates financial advisors on the benefits of offered products and services for their clients through individual or group meetings and presentations.
* Develop and maintain strong relationships with key business partners both internal and external.
* Assists in sourcing and developing new financial advisor affiliations to achieve branch recruiting goals.
* Establishes relationships with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.
* Maintains a prospect database, gathering information and data on prospects to be used to determine suitability in the branch recruiting process.
* Participates in conference calls and meetings with prospects to understand their business and product mix and to address issues, interests and concerns.
* Prepares payout analyses based on prospect’s production and mix of business; generates proposals for prospects.
* 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.
* Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.
* Responds to requests from Financial Advisors who need assistance in selling products.
* Assists with the creation of business development strategies, and with maintaining and expanding 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 required provided that an exemption or grandfathering cannot be applied
* Series 7
* Series 63, 65 and/or 66 as required by state
* Ability to obtain additional securities and advisory state registrations if required by state.
** Education
* * Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance, High School (HS) (Required)
** Work Experience
** General Experience - 7 to 12 months
** Certifications
* * s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), 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…