Complex Manager (Denver, CO)

Raymond James; Denver (CO); On-site; USD 58,000 - 200,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life Insurance

Disability Benefits

Retirement Savings

Job summary

Raymond James is seeking a senior relationship manager to lead a team of account managers, develop strategic plans, and strengthen client relationships across local and national levels. You will coordinate with internal stakeholders to ensure effective information flow and issue resolution, while driving revenue targets and client satisfaction.

The role requires 10–15 years of experience, FINRA certifications as relevant, and the ability to manage complex accounts with a focus on client-first

Qualifications

• Minimum 10–15 years of general experience; managerial experience preferred.
• Strong ability to identify key buying influences and build plan with clients.
• Excellent written and verbal communication for cross-functional teams.

Responsibilities

• Develop and implement a relationship management plan for strategic accounts to build key relationships at local and national levels.
• Develop annual business plans, budgets, and targets, aligning with corporate strategy.
• Collaborate with other departments to improve internal relationships and external client engagement.
• Communicate the function's strategy and translate it into action within the area of responsibility.
• Set performance objectives for direct reports and manage expectations to achieve annual business objectives.

Skills

Relationship management

Strategic planning

Verbal communication

Client engagement

Education

Bachelor's

Job description

Job Description Summary

Manage a team of account managers to develop and maintain relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Job Description

Responsibilities

• Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues. Manage key client and client relationships, often through account teams, to ensure their ongoing satisfaction and loyalty
• Develop and propose annual business plans for a given area or department, ensuring alignment with strategy. Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization
• Develop internal marketing plans and work collaboratively with other departments to improve internal relationships in a large organization and to build strong external client relationships
• Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization’s business goals
• Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Skills

• Accurately identify and understand the key buying influences pertaining to an opportunity.
• Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
• Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.

Education

Bachelor’s

Work Experience

General Experience – 10 to 15 years, Manager Experience - 10 to 15 years

Certifications

s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$57,783.96-$200,000.00

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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-DW