Client Relationship Manager

Job Description Summary

Job Description

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.

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.