Practice Growth & Operations Manager

Raymond James; Georgia; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Benefits package

Discretionary bonuses

Commissions

Job summary

Raymond James in Georgia seeks a branch recruiting leader to drive growth, guide associates, and manage day-to-day operations in alignment with firm policies. You will help source new advisors, educate on platform enhancements, and coordinate onboarding across branches with home office collaboration.

The role emphasizes relationship building with internal and external partners, client experience leadership, and strategic project management to meet sales goals and ensure compliant, efficient

Qualifications

• Bachelor’s degree and a minimum of three years’ experience in financial services.
• Equivalent combination of experience, education and/or training as approved by Human Resources.
• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 is required.
• Series 63, 65 and/or 66 as required by state.
• Ability to obtain additional securities and advisory state registrations if required by state.

Responsibilities

• Develop and execute a strategic plan to monitor and control expenses to facilitate revenue growth of the practice.
• Lead delivery of the client experience, including management of administrative procedures and directing client requests.
• Coordinate branch–home office workflow with home office personnel.
• Research and resolve complex problems relating to client accounts and inquiries.
• Review daily work of the practice team’s support staff and adjust workloads for efficiency.
• Plan and coordinate client events and training to support business growth and ROI.
• Coordinate training on platform and product enhancements for financial advisors.
• Educate advisors on benefits of offered products and services through meetings and presentations.
• Develop relationships with key business partners internal and external.
• Sourcing and developing new financial advisor affiliations to meet branch recruiting goals.
• Oversee transition processes for internal transfers and new affiliates to ensure professional onboarding.
• Partner with home office to leverage product sales and generate new business opportunities.

Skills

Leadership

Strategic planning

Client service

Team management

Networking

Sales support

Education

Bachelor's degree in related field

Job description

Raymond James in Georgia seeks a branch recruiting leader to drive growth, guide associates, and manage day-to-day operations in alignment with firm policies. You will help source new advisors, educate on platform enhancements, and coordinate onboarding across branches with home office collaboration.

The role emphasizes relationship building with internal and external partners, client experience leadership, and strategic project management to meet sales goals and ensure compliant, efficient