Client Relationship Manager

Job Summary

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Relationship Manager who is a motivated, detail oriented and creative problem solver to join our growing team. Come grow with us and see where a career at Raymond James could take you!

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.