Thecentermemphis
Responsibilities
Take responsibility for developing and delivering a major part of the organization's investment policy and for maximizing the value of investments by managing an investment department or unit. Develop and deliver a major part of the organization's financial product development program to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels; coordinate the engagement of the organization to ensure effective two-way information flow and issue resolution. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty. Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels; coordinate the engagement of the organization to ensure effective two-way information flow and issue resolution. Identify and manage stakeholders up to top management level, uncovering needs and concerns and leading the development of stakeholder engagement plans. Develop and deliver the organization’s risk management and/or risk control policies and procedures; lead the development of policies and guidelines for a significant area of responsibility while ensuring compliance with external requirements and integration with the corporate policy framework. Represent the organization in external forums, boards, and committees to promote the company’s brand and efforts; engage with investors, clients, industry, partners, and the public as appropriate. Prepare presentations and materials for professional partnering meetings, seminars, and conferences as needed. Act as subject matter expert in technology, policy, regulation, or operational management for the function; maintain external accreditations and up-to-date knowledge of technologies, regulation, and industry best practices through development activities. Apply expertise to plan, organize, prioritize, and oversee activities to meet business objectives; conduct research and data analysis to understand customer and market conditions and support decision making; align sales processes with client objectives when applicable. Navigate conversations with frustrated or unhappy customers, identify buying influences, and develop mutually beneficial solutions; build trust within buying centers and align the seller’s organization with customer needs. Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience
General Experience - 6 to 10 years Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range
$130,000.00-$250,000.00 Travel
Workstyle
Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same; work with and through others to achieve desired outcomes; make prompt, pragmatic choices and act with the client in mind; take ownership and hold themselves and others accountable for delivering results that matter; contribute to the continuous evolution of the firm. At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Address: 5050 Poplar Ave, Suite 905, Memphis, TN 38137
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Take responsibility for developing and delivering a major part of the organization's investment policy and for maximizing the value of investments by managing an investment department or unit. Develop and deliver a major part of the organization's financial product development program to enable overall corporate strategy. Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels; coordinate the engagement of the organization to ensure effective two-way information flow and issue resolution. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty. Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels; coordinate the engagement of the organization to ensure effective two-way information flow and issue resolution. Identify and manage stakeholders up to top management level, uncovering needs and concerns and leading the development of stakeholder engagement plans. Develop and deliver the organization’s risk management and/or risk control policies and procedures; lead the development of policies and guidelines for a significant area of responsibility while ensuring compliance with external requirements and integration with the corporate policy framework. Represent the organization in external forums, boards, and committees to promote the company’s brand and efforts; engage with investors, clients, industry, partners, and the public as appropriate. Prepare presentations and materials for professional partnering meetings, seminars, and conferences as needed. Act as subject matter expert in technology, policy, regulation, or operational management for the function; maintain external accreditations and up-to-date knowledge of technologies, regulation, and industry best practices through development activities. Apply expertise to plan, organize, prioritize, and oversee activities to meet business objectives; conduct research and data analysis to understand customer and market conditions and support decision making; align sales processes with client objectives when applicable. Navigate conversations with frustrated or unhappy customers, identify buying influences, and develop mutually beneficial solutions; build trust within buying centers and align the seller’s organization with customer needs. Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required) Work Experience
General Experience - 6 to 10 years Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Salary Range
$130,000.00-$250,000.00 Travel
Workstyle
Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same; work with and through others to achieve desired outcomes; make prompt, pragmatic choices and act with the client in mind; take ownership and hold themselves and others accountable for delivering results that matter; contribute to the continuous evolution of the firm. At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Address: 5050 Poplar Ave, Suite 905, Memphis, TN 38137
#J-18808-Ljbffr