Client Experience & Advisor Growth Manager

Raymond James; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Raymond James is seeking a Growth Leader for the Branch/Advisor practice in Dallas. You will guide day-to-day operations, help source and onboard new advisors, and drive client service excellence while coordinating with home office and partners.

You will lead strategic planning, manage expenses, and educate advisors on products, platforms, and tools to grow the practice. Strong relationship-building and sales orientation are essential.

Qualifications

• Bachelor’s degree in related field with a minimum of three years’ experience in financial services.
• Licenses required: SIE; Series 7; Series 63/65/66 as state requires; ability to obtain additional registrations.
• Experience leading advisory practice growth and recruiting initiatives.

Responsibilities

• Develop and execute a strategic plan to control expenses and drive revenue growth for the practice.
• Lead delivery of client experience and coordinate branch/home office workflow.
• Source and transition new advisors to the branch; play a marketing/sales role to meet goals.
• Establish and nurture networking relationships to create new business opportunities.
• Coordinate training for financial advisors on platforms, products, and tools.

Skills

Leadership

Strategic planning

Client service

Team management

Relationship building

Education

Bachelor’s degree

SIE

Series 7

Series 63/65/66

Job description

Raymond James is seeking a Growth Leader for the Branch/Advisor practice in Dallas. You will guide day-to-day operations, help source and onboard new advisors, and drive client service excellence while coordinating with home office and partners.

You will lead strategic planning, manage expenses, and educate advisors on products, platforms, and tools to grow the practice. Strong relationship-building and sales orientation are essential.