Job Description SummaryProvide tailored financial services to clients, including consulting on financial requirements, recommending suitable products and services, and developing loan packages. Maintain client accounts, identify potential clients, and assist in wealth management,
Job DescriptionResponsibilities:- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
- Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the client organization; gather and analyze relevant information; and gain agreement to a statement of client requirements.
- Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified client segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on client input.
- Create a business development plan to identify, evaluate, and structure key transactions to ensure continued financial health and maximum value creation through the entire product life cycle. These transactions may involve alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives, and other activities.
Skills:- Manage clients and accounts to the mutual benefit of the account client and own organization.
- Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
- Accurately identify and understand the key buying influences pertaining to an opportunity.
- Orient the organization around delivering to the key needs of clients.
EducationBachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work ExperienceGeneral Experience - 6 to 10 years
CertificationsTravelLess than 25%
WorkstyleHybrid
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.
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 of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.
