Job Description Summary

Responsible for leading the internal trust consultant team that supports external trust consultants in promoting corporate trustee and charitable planning services across assigned territories. Oversees strategic alignment between internal and external teams to drive advisor engagement and business development. Manages the client onboarding team, which collects required documentation to open trust accounts and serves as the first point of contact for new clients. Owns and enhances the onboarding process to ensure operational efficiency and a positive client experience. Maintains strong relationships with internal stakeholders and field consultants to support marketing initiatives and service delivery. Contributes to the development of best practices, training programs, and process improvements across the trust sales organization.

Job Description

Essential Duties and Responsibilities

• Assists in the management of others and provides training in developing relationships with financial advisors.
• Assists in identifying all opportunities to sell and promote trust and charitable services provided by RJ Trust and RJ Charitable within a sales territory and communicate those opportunities to Management.
• Develops and executes business development strategies.
• Leads a team with defined goals to initiate outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
• Conducts virtual presentations and occasional in-person events with prospective and new financial advisors.
• Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; interviewing and selecting staff.
• Coaches and mentors associates, identifies training needs and approves development plans.
• Interprets, applies, documents and recommends changes to organizational policies and procedures.
• Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.
• Solicits feedback on team performance, addresses areas of opportunity with staff, and follows up with clients as needed; identifies trends and implements corrective action as necessary.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Concepts, practices and procedures of business development in a financial services environment.
• Investment concepts, practices and procedures used in the securities industry.
• Principles of estate planning, charitable planning, trust administration and finance and securities industry operations.
• Financial markets and products.

Skill in

• Sourcing and developing sales prospects.
• Developing business development strategies.
• Gathering and compiling information and data.
• Initiating sales calls and responding to inquiries and turning them into sales opportunities.
• Establishing and maintaining databases.
• Preparing and delivering written and oral presentations.
• Operating standard office equipment and using required software applications.

Ability to

• Train, coach, mentor and lead the work of others.
• Partner with other functional areas to accomplish objectives.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Gather information, identify linkages and trends and apply findings to assignments.
• Research, interpret, analyze and apply information about investment advisor organizations.
• Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Lead others in providing a high level of customer service
• Establish and maintain effective working relationships at all organizational levels.
• Maintain currency in investment advisor and financial planner services and products.

Education

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

Work Experience

Manager Experience - 6 to 10 years

Certifications

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.

#LI-AT1