Senior Practice Marketing Associate - New York, NY

Job Description Summary Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist financial advisors with client development efforts managing the overall efficiency of their practice. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects. Job Summary Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist financial advisors with coordinating and leading marketing initiatives and community outreach efforts to promote and brand the practice. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects. Essential Duties and Responsibilities Assists with the execution of client focused marketing strategies, maintaining and expanding referral sources including the coordination of target marketing campaigns. Assists in the design and management of the social media and internal marketing platforms for the practice. Research marketing/prospect opportunities to include business/professional associations, community organizations, speaking engagements, seminars and articles submission for publication. Acts as a liaison for all projects with the Marketing and Compliance Depts to develop marketing concepts that align with business strategy and brand positioning. Designs, customize and distributes marketing materials, on-going client communication, event invitations, marketing/communication campaigns, pitchbooks and newsletters. Coordinates and executes client/prospecting events, seminars and large scale community events for the practice to include planning, scheduling, speaker selection through vendor relationships, room set-up, menu, A/V requirements, giveaways and marketing initiatives. Maintains client relationship management system prospective client information gathered from events, referrals and internal marketing platforms. Coordinate efforts to gather data and assist Financial Advisors in preparing responses to requests for client proposals. Assist Financial Advisors with on-site presentations to clients and prospects. Calls and/or sends prospective and existing clients introductory letters offering services or inviting them to presentations. If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients, and may assist with client prospecting Performs other duties and responsibilities as assigned. Knowledge and Experience Knowledge of Company’s working structure, policies, mission, strategies and compliance guidelines. Advanced investment concepts, practices and procedures used in the securities industry. Client relations management tools. Financial services news and data resources. Principles and practices of marketing and client relations management tools Financial services news and data resource tools General website design and management of various social media platforms Ability to Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases. Gather, compile and update information and maintain client relations management tool. Prepare and deliver clear, effective and professional presentations. Identify the needs of customers through effective questioning and listening techniques. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Continuously learn investment product. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, within all organizational levels. Keep all appropriate parties up-to-date on decisions, changes and other relevant information. Establish and maintain effective working relationships with others. Provide high level of customer service. Self-motivated and able to work independently as well as within a dynamic team environment. Education/Previous Experience Associates degree and a minimum of two years marketing experience in a financial services environment or related work experience preferred, or any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications FINRA Series 7 Preferred SIE required provided that an exemption or grandfathering cannot be applied. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Work Experience General Experience - 13 months to 3 years Certifications Salary Range $45,000.00-$70,000.00 Certifications Salary Range $45,000.00-$70,000.00 Travel Less than 25% Workstyle Resident Travel Less than 25% Workstyle Resident Benefits medical, dental, and vision life insurance critical illness insurance and accident insurance disability benefits retirement savings paid time off (including vacation, holidays, and sick leave) parental leave Company Guiding Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay. Employer Information #LI-AM2 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. #J-18808-Ljbffr