Job Description Summary

Under limited supervision uses specialized knowledge and skills obtained through experience, training and/or certification to support the RCS Relationship Management team in meeting specific marketing and sales goals designed to drive client loyalty and grow the RCS client relationships.

Job Description

Job Summary

Under limited supervision uses specialized knowledge and skills obtained through experience, training and/or certification to support the RCS Relationship Management team in meeting specific marketing and sales goals designed to drive client loyalty and grow the RCS client relationships. Collaborate with service, operations, risk, trading, technology, and other internal subject matter experts to research client concerns. May lead defined work or projects of moderate scope and complexity. Manage reporting, contact management, and execute strategic communications. Extensive contact with internal and external customers is required to establish and maintain relationships.

Essential Duties and Responsibilities

• Supports all aspects of territory management, administration and reporting.

• Assists with the execution of relationship strategies and strategic communications.

• Manages all aspects of client-specific pricing and expense billing, including maintaining pricing schedules across systems, resolving operational and billing issues, and ensuring accuracy and compliance through quality checks.

• May attend client meetings, conferences or host prospects during Home Office Visits (HOV).

• Manages Advisor Choice process, including aspects of RCS platform due diligence.

• Spearheads post-transition engagement with internal and external firms new to RCS.

• Directs all aspects of client firm level changes including mergers, reorganizations, or branding.

• Prepares materials for in person client meetings.

• Maintains SalesForce CRM data.

• Coordinates aspects of the RCS Events & Education strategy.

• Manages product partner relationships.

• Coordinates education sessions with internal business partners for relationship team.

• Uses applications to promote team communication and maintains calendars.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

• Company’s working structure, policies, mission, and strategies.

• Basic concepts, practices and procedures of custody and clearing firms.

• Billing systems, pricing structures and fee schedules.

• Event Planning and field marketing communications.

Skill in

• Organizing resources, creating presentations and presenting virtually.

• Implement standards for processes and procedures for efficient and timely work flow.

• Following-up to ensure resolution and completion of tasks.

• Microsoft Office suite including PowerPoint, Word, Publisher, etc.

• Data analysis tools such as Excel, SQL, Tableau, or Power BI (preferred).

• SalesForce CRM experience.

Ability to

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

• Establish and maintain effective working relationships at all levels of the organization.

• Partner with other functional areas to accomplish objectives.

• Work independently as well as collaboratively within a team environment.

• Communicate effectively, both orally and in writing.

Educational/Previous Experience Requirements

• Bachelor’s Degree from a four year college or university with three (3) to five (5) years of experience in custody, clearing, marketing, or other financial services environment.

• OR ~

• Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

• Series 7 & Series 63

Education

Bachelor’s, 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

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.