Practice Business Manager

Job Description Summary Job Description 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 Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. 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. 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. Plan

and

coordinate

special

projects

for

practice

to

include

client

events

for

clients

and

prospects

that result in a return on

investment. Assess training needs, identify industry-developed training programs and coordinate 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. Develop and maintain 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 /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. 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 required

provided that an exemption or grandfathering cannot be

applied Series

7 Series 63, 65 and/or

66 as required by

state Ability to obtain additional securities and advisory state registrations if required by

state. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required) Work Experience General Experience - 13 months to 3 years Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range $35,568.00-$120,000.00 Travel Less than 25% Workstyle Resident 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. #LI-AC1