Strategic Growth Coordinator, Financial Services

Raymondjames; Greenwood (IN); On-site; USD 70,000 - 100,000; Full time

Job summary

Raymond James in Greenwood, IN is seeking an experienced professional to support the execution of the strategic growth plan for the branch or complex. You will work with internal and external clients to optimize processes and deliver a superior client experience.

Collaborating with home office departments, you will coordinate workflow, assist with onboarding and transitions for new affiliates, and help ensure compliant, productive operations across the team.

Qualifications

• Associates degree with 5+ years in financial services.
• Bachelor's degree in accounting, business administration or finance.
• SIE certification (FINRA) required.

Responsibilities

• Support execution of strategic plan to monitor expenses, drive revenue growth, and improve productivity.
• Coordinate client or prospect requests and enhance the client experience.
• Collaborate with home office and branch teams to manage workflow.
• Assist with onboarding and transitions for new affiliates.

Skills

Client relationship management

Communication

Team collaboration

Education

Associates degree + 5 years in financial services

Bachelor's degree in Finance/Accounting/Business Administration

High School diploma

Job description

Raymond James in Greenwood, IN is seeking an experienced professional to support the execution of the strategic growth plan for the branch or complex. You will work with internal and external clients to optimize processes and deliver a superior client experience.

Collaborating with home office departments, you will coordinate workflow, assist with onboarding and transitions for new affiliates, and help ensure compliant, productive operations across the team.