Practice Business Manager

Job Summary

Raymond James is seeking a dynamic Client Relationship Manager who is a motivated, detail oriented and creative problem solver to join our growing team.

• 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.
• Plans and coordinates special projects for practice to include client events for clients and prospects that result in a return on investment.
• Assesses training needs, identifies industry‑developed training programs and coordinates 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.
• Develops and maintains 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 and 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.

Bachelor’s degree in a 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.

• Bachelor’s:
  Accounting, Business Administration, Finance
• High School (HS) Required

• Securities Industry Essentials (SIE) required
• Series 7
• Series 63
• Series 65
• Series 66
• Ability to obtain additional securities and advisory state registrations if required by state

Salary Range: $35,568.00 – $.

Compensation may include base salary plus discretionary bonuses or commissions. Eligibility for a benefits package that may include medical, dental, vision, life insurance, critical illness insurance, accident insurance, disability benefits, retirement savings, paid time off (including vacation, holidays, and sick leave), and parental leave.

Less than 25%.

Resident.

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