Practice Growth Manager, Financial Advisory

Raymond James, Inc.; Burlington, Northern (VT, KY); Hybrid; USD 36,000 - 85,000; Full time

Job summary

Raymond James Burlington, VT seeks a Practice Business Manager to oversee the branch or Financial Advisor practice, guiding associates and directing day-to-day operations. The role ensures regulatory compliance while expanding client relationships and revenue.

You will source new Advisors, lead projects, and coordinate with home office to support sales goals. This position requires strong client service, strategic planning, and the ability to manage multiple tasks in a fast-paced financial

Qualifications

• Bachelor's Degree in related field and 3+ years in financial services.
• Strong knowledge of investment concepts, products and markets.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Develop and execute a strategic plan to monitor expenses and drive revenue growth.
• Lead client experience by managing administrative procedures and coordinating requests.
• Coordinate branch-home office workflow and collaborate across teams.
• Research and resolve complex client account questions and issues.
• Plan and coordinate events for clients and prospects.
• Assist with training Financial Advisors on the latest platform and product enhancements.

Skills

Prospect sourcing

Client service

Project management

Sales enablement

Education

Bachelor's Degree in related field

Job description

Raymond James Burlington, VT seeks a Practice Business Manager to oversee the branch or Financial Advisor practice, guiding associates and directing day-to-day operations. The role ensures regulatory compliance while expanding client relationships and revenue.

You will source new Advisors, lead projects, and coordinate with home office to support sales goals. This position requires strong client service, strategic planning, and the ability to manage multiple tasks in a fast-paced financial