Job Description Summary

Independently uses specialized knowledge and skills to lead minor content initiatives for the sales team and strategically position Private Client Banking (PCB) within firm initiatives and projects. Must have specialized knowledge and skills obtained through education and experience to own, lead, and execute projects and communication plans. Work in a dynamic team environment to direct and lead education and engagement campaigns, build and execute educational resources and communication plans, create advisor and client collateral, and, among other things, oversee coordinate conferences and events. May oversee and/or lead education-related projects with a moderate score and complexity.

Essential Duties and Responsibilities

• Manages and coaches associates on the Education & Engagement team.
• Partners and coaches PCB and Cash Solutions team members and works with product area subject matter experts to ensure sales efforts are coordinated, consistent, and relevant to the individual product areas, PCB as a whole, and the firm.
• Participates in the creation of training materials to support the varied needs and other educational resources for broad initiatives.
• Works with other departments in the firm, including Corporate Marketing, Global Wealth Solutions, PCG Education and others, and outside organizations to adopt best practices and strategically integrate PCB into firm resources.
• ·Implements sales strategies by coordinating the creation and production of PowerPoint presentations, reports, and internal sales communications.
• ·Organizes, manages, and executes on objectives with limited to no oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness.
• Leads coordination of sales education and engagement events.
• Drives efficiencies and improves processes. Review existing resources on a regular basis to determine if updates are needed.
• Maintains extensive product and compliance knowledge required to successfully support strategic sales objectives of PCB.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Advanced knowledge of principles and practices of client relations, marketing, and communications.
• Advanced knowledge of fundamental investment concepts, practices and procedures used in the securities industry.
• Wide range of lending strategies and products represented at Raymond James Bank and Cash Solutions.
• Firm and business units.

Skill in

• Self-reviewing work with a strong attention to detail.
• Coaching new associates
• Leading and moderating meetings with multiple stakeholders.
• Strategically planning work and priorities.
• Strong skills in organizing, managing, and executing on objectives with limited oversight, a strong attention to detail, a high level of professionalism
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Strategically planning work and priorities
• Operating standard office equipment and using required software.

Ability to

• Manage, assist and coach team members with issues that arise.
• Prioritize projects effectively and establish expectations.
• Accurately apply investment and product knowledge, as well as client positioning, to product area projects.
• Take ownership of projects and hold themselves and others accountable.
• Work independently to manage multiple projects with changing priorities. Demonstrate critical thinking regarding the promotion and increased utilization of PCB products and services
• Strong critical thinking skills required to proactively solve problems and collaborate with the business unit to implement improvements and/or solutions.
• Interact with management at all levels.
• Meet deadlines while attending to detail and maintaining a big picture orientation.
• Strong critical thinking skills required to proactively solve problems and collaborate with product managers to implement improvements and solutions
• Multi-task in a dynamic, growing environment.
• Work independently as well as collaboratively within a team environment.
• Communicate effectively, both orally and in writing, with all organizational levels

Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: MarketingGeneral Experience - 3 to 6 years

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.