Conference Education & Content Manager

Raymond James; Saint Petersburg (FL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established financial services firm is seeking a Conference Education & Content Manager to enhance educational offerings for financial advisors. This role involves collaborating with various departments, managing relationships with partner companies, and coordinating educational events. The ideal candidate will possess strong communication and project management skills, along with a background in finance or related fields. Join a dynamic team that values growth, collaboration, and the pursuit of excellence in the financial industry. This position offers a unique opportunity to make a significant impact in a people-first culture that prioritizes client success and professional development.

Benefits

Development Opportunities

Networking Groups

Diversity and Inclusion Programs

Qualifications

• Bachelor’s degree or equivalent experience in financial services preferred.
• 4 years of experience related to financial advisor duties is ideal.

Responsibilities

• Communicate educational needs and manage relationships with partner companies.
• Coordinate events and manage conference content with industry speakers.

Skills

Effective Communication

Presentation Skills

Customer Needs Assessment

Project Management

Interpersonal Skills

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

Tools

Office Software

Spreadsheets

Databases

Job description

Conference Education & Content Manager

Apply locations Saint Petersburg, Florida - United States

Time type: Full time

Posted on: Posted 6 Days Ago

Job requisition id: R-0001549

Job Description

Essential Duties and Responsibilities

1. Communicates with internal educational departments to determine the educational needs of the financial advisors and the appropriate programs related to those needs.
2. Collaborates with internal departments to promote educational programs to the financial advisors and their support staff.
3. Manages relationships and functions as single point of contact for partner companies as it pertains to educational venues available with Raymond James and the financial advisors.
4. Establishes and makes recommendations to senior management on criteria surrounding event participation.
5. Collaborates with other areas of the company to deliver these expectations and criteria to partner companies as well as other initiatives related to the partner relationship.
6. Manages conference content with partner companies, industry speakers, home office and financial advisor presenters.
7. Communicates and coordinates event participation opportunities to partner companies. Manages all aspects of these events including coordination of guest speakers, coordination of partner locations and set-up at the various educational venues and function as on-site partner support.
8. Coordinates and hosts partner visits to the international headquarters to promote the strategic initiatives of Raymond James and foster and promote working relationships with financial advisors and other areas of the company.
9. Communicates company’s educational business needs to partner companies.
10. Maintains current knowledge on new partner educational materials and makes recommendations to management on appropriate materials to promote through conference venues or the Creating Client Advocates web site.
11. Coordinates the review of recommended partner educational materials with the Compliance department to ensure they meet regulatory approval prior to being made available to financial advisors.
12. Represents Raymond James at various partner company meetings and events.
13. Provides reporting information to partner companies upon request.
14. Manages the partner invitation list and coordinates the invitation process with members of the sales management team.
15. Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of:

1. Company’s working structure, policies, mission, strategies, and compliance guidelines.
2. Investment concepts, practices and procedures used in the securities industry.
3. Principles of banking and finance and securities industry operations.
4. Financial markets and products.
5. Financial advisors’ duties and challenges.
6. Adult learning theory, marketing and branding.

Skill in:

1. Preparing and delivering clear, effective, and professional presentations.
2. Identifying the needs of customers through effective questioning and listening techniques.
3. Follow-up to ensure resolution and completion of tasks.
4. Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to:

1. Be proactive and demonstrate readiness and ability to initiate action.
2. Maintain confidentiality of information both inside and outside of the organization.
3. Organize, prioritize, manage, and complete multiple projects and tasks concurrently, in a fast-paced environment with frequently changing priorities and constant interruptions, including those delegated, to complete work efficiently.
4. Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external clients at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.
5. Work independently as well as collaboratively within a team environment to resolve problems.
6. Use independent judgment to make decisions.
7. Stay abreast of developments in the field, both inside and outside of the organization.

Education/Previous Experience

1. Bachelor’s degree (B. A.) or equivalent in a related discipline and four (4) years of experience in the financial services industry with specific exposure to financial advisor duties and challenges preferred.
2. OR any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

None required

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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.

About Raymond James

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.

Join our Talent Network

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.

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.