Manager, Operations | New Accounts

Raymond James; Saint Petersburg (FL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Paid time off

Job summary

Raymond James is looking for an operations professional in Saint Petersburg, Florida, offering a hybrid work model. The role involves overseeing service operations and managing a diverse team, requiring advanced verbal communication skills and subject-matter expertise. Candidates should have 6-10 years of general experience and 3-6 years in a managerial role. Required licenses include the SIE and Series 99 within 120 days. The position also offers a comprehensive benefits package including medical, dental, and life insurance.

Qualifications

• 6-10 years of general experience, including 3-6 years of managerial experience.
• SIE required or ability to obtain within 120 days.
• Series 99 required or ability to obtain within 120 days.

Responsibilities

• Oversee operations area with guidance.
• Manage day-to-day service operations.
• Develop internal communications plans.
• Motivate team to achieve business goals.
• Manage performance of a diverse team.

Skills

Advanced verbal communication

Subject-matter expertise

Workflow planning and execution

Recommending and evaluating plans

Education

High School (HS)

Job description

Job Overview

We follow a hybrid-friendly schedule, giving flexibility and collaboration. In‑office days will be 3 per week, averaging 12 days per month, at one of the following locations: St. Petersburg, FL; Memphis, TN; or Southfield, MI.

Responsibilities

• Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
• Manage day‑to‑day service operations, developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues.
• Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
• Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and do extraordinary things to achieve local business goals.
• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Skills

• Works at an advanced level to express ideas, request actions, formulate plans, & policy by means of clear and effective verbal communications. Typically works independently and provides guidance.
• Operates as a recognized expert to deliver required services to clients to the required standards. Typically known as a subject‑matter authority.
• Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies. Typically works independently and provides guidance.
• Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works independently and provides guidance.

Licenses & Certifications

• SIE required or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
• Series 99 required, or ability to obtain within 120 days (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal‑level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.

Education

High School (HS) (Required)

Work Experience

General Experience: 6 to 10 years; Manager Experience: 3 to 6 years

Certifications

Series 99 (Operations Professional Examination) – FINRA; Securities Industry Essentials Exam (SIE) – FINRA

Travel

Less than 25%

Workstyle

Hybrid

Compensation & Benefits

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.

EEO Statement

We expect our associates at all levels to grow professionally, work with and through others, make prompt, pragmatic choices, take ownership and hold themselves and others accountable, and 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.