Senior CCD Division Manager

Raymond James; Town of Florida (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off

Job summary

Raymond James is seeking an experienced professional in client relationship management to join our Correspondent Clearing Division. The role focuses on building strong client relationships, handling escalations, and managing team presentations. Candidates must have significant experience in the financial services industry and be proficient in sales strategies.

This is a remote position requiring approximately 50% travel. The compensation includes salary and benefits, ensuring professional growth opportunities.

Qualifications

• 10-15 years of product management experience in financial services.
• Practical knowledge of wealth management and financial planning.
• Experience with investment products for high net worth clients.

Responsibilities

• Build and maintain relationships with CCD clients.
• Develop and deliver presentations to various groups.
• Manage marketing campaigns for CCD platform.
• Oversee communication strategies for CCD.

Skills

Sales management strategies

Presentation skills

Financial analysis

Market research

Customer service

Education

Bachelor’s Degree in finance, marketing, or related field

Job description

Raymond James is seeking an experienced professional in client relationship management to join our Correspondent Clearing Division. The role focuses on building strong client relationships, handling escalations, and managing team presentations. Candidates must have significant experience in the financial services industry and be proficient in sales strategies.

This is a remote position requiring approximately 50% travel. The compensation includes salary and benefits, ensuring professional growth opportunities.