Complex Manager (Denver, CO)

100 Raymond James & Associates, Inc.; Denver (CO); On-site; USD 58,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a senior account management leader to guide an experienced team in developing and maintaining client relationships across strategic accounts in the United States. The role emphasizes driving demand for financial products and service solutions while ensuring client satisfaction and loyalty.

The position requires deep experience managing complex accounts, building annual business plans, and coordinating cross-functional teams to deliver value, growth, and retention for

Qualifications

• 10–15 years of general experience, including managerial roles.
• Experience leading account teams and managing complex client relationships.
• Strong communication, leadership, and collaboration skills.

Responsibilities

• Develop and implement relationship management plans for strategic accounts.
• Coordinate cross-functional engagement to resolve client issues.
• Develop annual business plans with budgets and KPIs.
• Create internal marketing plans and strengthen external client relationships.
• Monitor performance and drive achievement of business objectives.

Skills

Relationship management

Account management

Strategic planning

Budgeting

Education

Bachelor's degree

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.

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)
• 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 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.