Raymond James Financial, Inc

Division Manager, CCD

Raymond James Financial, Inc • $100K — $130K *
US-AnywhereRemote in United States
Finance & Insurance
8 - 10 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in finance, marketing, or business-related field
  • 10-15 years of product management experience in financial services
  • Practical knowledge of wealth management and financial planning
  • Experience with investment products and high net worth delivery models
  • SIE and Series 7 certifications

Responsibilities

  • Manage and nurture centralized relationships with CCD clients and financial advisors
  • Create and deliver engaging presentations at conferences and home office events
  • Promote CCD resources and services to enhance client engagement
  • Develop and execute marketing campaigns to boost platform adoption
  • Oversee communication strategies to raise CCD platform awareness
  • Lead or participate in strategic planning and analysis for CCD platform
  • Conduct competitive landscape surveys for high net worth vendor relationships
  • Manage development projects to enhance service offerings and advisor satisfaction

Benefits

  • Medical, dental, and vision insurance
  • Life insurance options
  • Disability benefits
  • Retirement savings plans
  • Paid time off including vacation, holidays, and sick leave
  • Parental leave
  • Additional optional benefits like critical illness and accident insurance
Full Job Description
Job Description Summary
Supports the client relationship management function in a financial company. Expert individual contributor that supports strategic client accounts. Focus on driving client loyalty, managing escalations, and growing the client relationships. Works closely with service, trading, executive management, technology, and other internal subject matter experts to resolve client concerns. Identifies opportunities to utilize company resources to capture assets and maintain profitability standards.

Job Description

Job Summary

Under limited direction, uses RIA industry knowledge and demonstrated skills to provide relationship management to clients of our Correspondent Clearing Division (CCD) with a focus on driving client loyalty, managing escalations, and growing the client relationships. Works closely with service, trading, practice management, technology, and other internal subject matter experts to build a deep partenrship. Negotiates all aspects of the client relationship. Identifies opportunities to utilize CCD resources to capture assets and maintain profitability standards.

Essential Duties and Responsibilities
  • Strategic Relationship Management: Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm's financial advisors.
  • Strong Presentation Skills: Develops and delivers presentations to groups, both at home office and conferences. This could also include conference coordination for CCD participation.
  • Product Education: Advocates the growth and utilization of CCD resources, services, and products throughout the firm.
  • Campaign Management: Develops marketing campaigns and communications plans to drive increased adoption of CCD platform. Influences growth of revenue and NNA. Leverages technology and reporting to evaluate market research, identify market segments to approach and to evaluate effectiveness of various campaigns.
  • Communication Strategy: Oversees the development of communication plans for the different components of the CCD strategy to increase awareness of the platform.
  • Strategic Planning: Leads and/or participates in strategy development, analysis of adoption drivers, tool set integration, service coordination, and product management for various components of the CCD platform.
  • Vendor Management: Surveys the competitive landscape for awareness of potential solutions and potential relationships with high net worth related vendors.
  • Project Management: Leads development projects for enhanced services and resources including operational strategies and acts as a conduit for advisor needs and best practices. Provides analysis and reports on key success metrics for CCD projects.
  • Represents CCD on firm initiatives with other stakeholders and related subject matter experts from various departments.
  • Performs other duties and responsibilities as assigned.
  • If this person manages a fellow RJ professional in a similar role:
    • Plans, assigns, monitors, reviews, evaluates and leads the work of assigned staff.
    • Coaches and mentors staff and identifies training needs and creates development plans.
    • Performs management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.


Knowledge of
  • Advanced concepts, practices and procedures of investment management, marketing and product management.
  • Financial advisor business models, profitability drivers, and sales management strategies.
  • Industry regulations related to marketing financial services.
  • Financial markets and products.
  • Detailed and in-depth knowledge of the entire CCD service offering.
  • Detailed and in-depth understanding of our financial planning software.


Skill in
  • Developing sales management strategies and communication campaigns for internal products, technology tools and services.
  • Experienced and documented presentation skills.
  • Sales skills to enhance advisor growth of NNA and expand their offerings.
  • Financial analysis and projections.
  • Performing market research, identifying market segments and specifying product requirements.
  • Operating standard office equipment and using required software applications to produce documents such as presentations, reports, graphics, electronic communication, spreadsheets, and databases.


Ability to
  • Partner with other functional areas to accomplish objectives.
  • Think quickly and creatively, overcome objection, and react well to deadline pressure.
  • Prioritize and work concurrently on multiple assignments to meet conflicting deadlines in a fast-paced work environment.
  • Ability to work independently and accomplish individual goals with a team-first mentality.
  • Provide a high level of customer service.
  • Communicate effectively, both orally and in writing, with all organizational levels.


Education/Previous Experience
  • Bachelor's Degree in finance, marketing or business-related field with a minimum of ten to fifteen (10-15) years of progressively responsible product management experience in the financial services industry. Practical knowledge of the concepts of wealth management and financial planning. Experience with investment products and services, technology platforms and delivery models for high net worth clients. Sales experience.
  • OR ~
  • An equivalent combination of experience, education, and/or training approved by Human Resources.


Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7


Travel Required: Yes, 50 % of the Time

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience
General Experience - 10 to 15 years

Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel
Up to 50%

Workstyle
Remote

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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