Practice Business Coordinator

Job Description Summary

Under limited supervision, supports the development and overall growth of the financial advisor team’s practice, which may include facilitating revenue growth by increasing in‑house sales and client base, improving productivity, and monitoring and controlling expenses. Uses knowledge and skills from education and experience to resolve client service and team project management issues. Supports and sources new clients from initial contact through the transition of accounts to the branch.

Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business development.

• Assists with the creation of client‑focused business development strategies and maintains and expands referral sources, including coordination of target marketing campaigns.
• Works independently to source and develop new client relationships to enable financial advisors to meet sales goals.
• Assists with planning and coordinating special projects for the practice, such as client events for prospective clients that result in a return on investment.
• Provides consultation and education regarding the Raymond James and Associates platform to prospective clients.
• Participates in conference calls and meetings with clients to understand their finances and address issues, interests, and concerns.
• Supports delivery of the client experience, including maintaining administrative procedures and coordinating execution of client requests.
• Researches and resolves moderately complex problems relating to client accounts and inquiries.
• Maintains expertise in practice management tools, client reporting, and compliance practices.
• Maintains strong relationships with key business partners, both internal and external.
• Maintains a prospective client database, gathering information and data on prospective clients.
• Assists with preparation of analyses and generates proposals for prospective clients.
• Coordinates and/or oversees the transition process for new client accounts with other functional areas to ensure a professional onboarding experience.
• Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors and to coordinate branch‑home office workflow.
• Responds to requests from Financial Advisors who need assistance in selling products.
• May assist with continuing education of team members.
• Performs other duties and responsibilities as assigned.

Associates degree with five years’ experience in financial services industry or related field, or Bachelor’s degree with one to two years’ experience in the financial services industry, or an equivalent combination of experience, education, and/or training approved by Human Resources.

• Securities Industry Essentials (SIE) exam required unless exempt or grandfathered.
• Series 7, Series 63, Series 65, and/or Series 66 as required by state regulations.

Travel less than 25% required. Position is primarily resident.

Base salary or wages, and may include cash or equity, discretionary bonuses, or commissions. Eligible for benefits package that may include medical, dental, and vision; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility and specific offerings may vary by position.

The company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.