Regional Client Growth Director

Raymond James & Associates; Saint Petersburg (FL); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Raymond James & Associates in Saint Petersburg, FL seeks an expert relationship management professional to cultivate existing client accounts, grow assets, and manage escalations. The role focuses on driving client loyalty while coordinating with service, trading, executives, technology, and other internal teams.

You will work with financial advisors and institution executives to develop sales strategies, deliver solutions, and maintain profitability.

Qualifications

• Knowledge of company's working structure, policies, missions, and compliance/supervision guidelines.
• Concepts, practices and procedures of business development in a financial services environment.
• Investment concepts, practices and procedures used in the securities industry.
• Principles of banking and finance and securities industry operations.
• Financial markets and products.
• Financial advisors' duties and challenges as well as the general operation and management of an investmen

Responsabilités

• Contacts existing clients to ensure services meet needs and to capture additional revenues.
• Contacts financial advisors/executives to create revenue opportunities and resolve issues.
• Assists Division Director with implementing business plans and projects.
• Responds to requests from advisors/institutions for assistance in selling products or implementing projects.
• Oversees risk management and supervisory actions within territory.
• Acts as a change agent for strategic initiatives.
• Prepares proposals for financial institutions with projections and fees.
• Delivers presentations to prospective/existing institutions and financial advisors.
• Manages home office visits with affiliates.
• Coordinates transition processes to maximize revenue and service quality.
• Supports recruiting processes with routine calls and materials.
• May support marketing campaigns and mass mailings.
• Liaises between client institutions and internal departments on issues.
• Assists in creating internal reports.
• May mentor other associates.
• Performs other duties as assigned.

Connaissances

Company policies & compliance

Business development in financials

Investment concepts & securities

banking & finance principles

Financial markets & products

Financial advisors' duties & industry

Description du poste

Raymond James & Associates in Saint Petersburg, FL seeks an expert relationship management professional to cultivate existing client accounts, grow assets, and manage escalations. The role focuses on driving client loyalty while coordinating with service, trading, executives, technology, and other internal teams.

You will work with financial advisors and institution executives to develop sales strategies, deliver solutions, and maintain profitability.