Job Information
Raymond James Financial, Inc. Practice Business Manager in Beaver, Pennsylvania
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 oninvestment.
Assess training needs, identify industry-developed training programs and coordinate training implementation.
Educatesandassistswithtrainingfinancialadvisorsonthelatestplatformandproductenhancements, including new software, websites and other tools andresources.
Educatesfinancialadvisorsonthebenefitsofofferedproductsandservicesfortheirclientsthrough individual or group meetings and presentations.
Develop and maintain strong relationships with key business partners both internal andexternal.
Assistsinsourcinganddevelopingnewfinancialadvisoraffiliationstoachievebranchrecruiting goals.
Establishes relationships with prospective advisors, provides consultation and education regarding the Raymond James and Associatesplatform.
Maintainsaprospectdatabase,gatheringinformationanddataonprospectstobeusedtodetermine suitability in the branch recruitingprocess.
Participatesinconferencecallsandmeetingswithprospectstounderstandtheirbusinessandproduct mix and to address issues, interests andconcerns.
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 /onboardingprocess.
Partnerswithhomeofficedepartmentstoleverageproductsalesandgeneratenewbusiness opportunities for financialadvisors.
Responds to requests from Financial Advisors who need assistance in sellingproducts.
Assistswiththecreationofbusinessdevelopmentstrategies,andwithmaintainingandexpanding referral sources including the coordination of target marketingcampaigns.
Performs other duties and responsibilities asassigned.
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.