Job Description Summary

As an entry-level professional in the field of Branch Financial Services, use professional concepts to resolve problems of limited scope and complexity. Limited or no prior experience required in this role.

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our corporate office in Saint Petersburg, FL.

Drive advisor business development with a focus on technology and education through consulting and development of programs and resources. Provide support for the organization’s advisor technologies to ensure they meet advisor and organizational needs through the input development of business requirements and collaboration across various stakeholders, including advisors and home office departments. Identifies and develops, and implements services, resources, and processes that advance recruitment and productivity of financial advisors with respect to business practices, such as educational programs and resources, and portfolio and practice consultation. Under limited supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to identify, analyze, and consult on complex advisor technology by developing and delivering strategies, programs, and resources that support portfolio construction education, sales, and processes. Serves as the primary point of contact on the most complex or escalated issues. Applies specialized business knowledge and skills to produce significant deliverables, programs, and other resources. Coordinates projects and information across multiple departments and business units that have enterprise impact while representing the team and advocating for advisor feedback. May provide direction and guidance to team members.

Essential Duties and Responsibilities

• Analyze advisor portfolios and practices to recommend solutions on how to improve portfolio characteristics and/or business practices

• Develops, maintains and enhances relationships through in-person and virtual programs and discussions covering business strategy, new products, service requirements, and market developments.

• Consult with advisors on ways to enhance the efficiency and effectiveness of investment management practices

• Develops and delivers targeted educational programs for advisory technology to increase advisor knowledge of portfolio construction and management approaches

• Provides support for successful deployment of applications through testing and validation of changes and upgrades.

• Supports data collection analysis and reporting.

• Solves technical client issues, acts as the liaison between customers and internal application or product developers, sales, and product delivery groups to resolve issues relating to status, production, and delivery.

• Coordinates activities with other functional area and facilities the implementation of cross-functional business system enhancements to raise awareness to other home office departments and to the field.

• Identifies and drives projects that increase advisor efficiencies, awareness, and understanding of advisory technologies

• Perform other duties and responsibilities as assigned.

Knowledge of

• Industry best practices around investment management and advisor and staff education.

• Advanced concepts, practices and procedures of portfolio construction.

• Advanced investment concepts, practices and procedures used in the securities industry.

• Research design and analysis principles and methodologies, sufficient to develop an educational curriculum.

• Advanced knowledge of Advisory Technologies.

• Advanced technical skills.

• Exceptional Interpersonal and communication skills

Skill in

• Assessing complex problems, gathering and analyzing data and information, developing and evaluating options, and implementing solutions.

• Communicating effectively, both verbally and in writing, to address other departments and advisors

• Building effective relationships with all levels of branch associates

• Promoting effective coordination between and among work groups including guidance to new team associates

• Delivering processes and procedures for efficient and timely workflow.

Ability to

• Attend to detail while maintaining a big picture orientation.

• Research, analyze and develop solutions for multi-faceted problems, including demonstrating the willingness to take risks and consider new and untested approaches

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment

• Balance conflicting priority demands, maintain effectiveness with different personalities in a variety of environments and maintain stable performance under pressure and/or opposition

• Partner with other functional areas to accomplish objectives

• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.

• Use collaborative skills to accomplish work as a team.

• Solve problems with large, complex cross-functional systems and processes.

• Provide a high level of customer service.

Licenses/Certifications

• Ability to obtain FINRA Licenses (as required).

Travel Required:

• Up to 20%. Must have a valid driver’s license and be eligible for coverage under the firm’s Vehicle Fleet Safety Policy to drive on company business.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Hybrid

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.