Job Summary
Job Summary
Under executive direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to lead sales, marketing and educational efforts for all Private Client Banking (PCB) products. Sets strategic direction to educate PCG management, advisors, and branch professionals to increase engagement and achieve PCB sales targets. Leads large and/or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Extensive contact with internal and external customers is required to identify research, analyze and resolve complex issues.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
· Leads all internal sales efforts (internal baking consultants, Mortgage Consultants and SBL Consultants), oversees education initiatives and develops strategic marketing objectives to drive increased advisor participation and adoption of Private Client Banking products.
· Advances strategic growth initiatives for all Private Client Banking (PCB) products including collaborating with other departments across the firm.
· Oversees all opportunities to sell, educate, market and promote Private Client Banking (PCB) products and communicates those opportunities to internal and external sales teams and PCB executive leadership.
· Leads key communication efforts in conjunction with product partners and teams to include product education, positioning, material product changes and enhancements.
· Develops and deepens relationships to strategically promote and integrate PCB products to expand firm planning capabilities, generate new business opportunities and increase PCB sales and advisor engagement.
· Ensures product marketing content and campaign development aligns with strategic PCB objectives.
· Oversees advisor education strategy including national/regional conferences, senior level advisor and client seminars, branch presentations, advisory councils, and other sales functions.
· Represents the firm at industry conferences and applicable meetings.
· Strategic oversight of planning and execution of advisor and branch education of PCB products.
· Works with product teams to establish sales budgets and holds team accountable for production and profitability objectives.
· Performs first line functions and may interact with Regulators and the Board of Directors and performs financial management tasks.
· Manages business unit in accordance with established Bank policies and practices to achieve satisfactory safety and soundness and compliance regulatory examination results.
· Performs human resources activities, including administering progressive discipline policies; evaluating performance; approving recruitment of new or replacement positions and approving training and development recommendations and providing appropriate developmental resources.
· Participates in developing, implementing and maintaining policies, objectives, short-and long-range planning; and develops and implements projects and programs to assist in accomplishment of established goals.
· Influences solutions to complex client needs for other financial services promoting RJ Bank products and affiliate relationships.
· Incorporates Service 1st philosophy in product and service deliveries.
· Performs other duties and responsibilities as assigned.
Job Summary
Job Summary
Under executive direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to lead sales, marketing and educational efforts for all Private Client Banking (PCB) products. Sets strategic direction to educate PCG management, advisors, and branch professionals to increase engagement and achieve PCB sales targets. Leads large and/or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Extensive contact with internal and external customers is required to identify research, analyze and resolve complex issues.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
· Leads all internal sales efforts (internal baking consultants, Mortgage Consultants and SBL Consultants), oversees education initiatives and develops strategic marketing objectives to drive increased advisor participation and adoption of Private Client Banking products.
· Advances strategic growth initiatives for all Private Client Banking (PCB) products including collaborating with other departments across the firm.
· Oversees all opportunities to sell, educate, market and promote Private Client Banking (PCB) products and communicates those opportunities to internal and external sales teams and PCB executive leadership.
· Leads key communication efforts in conjunction with product partners and teams to include product education, positioning, material product changes and enhancements.
· Develops and deepens relationships to strategically promote and integrate PCB products to expand firm planning capabilities, generate new business opportunities and increase PCB sales and advisor engagement.
· Ensures product marketing content and campaign development aligns with strategic PCB objectives.
· Oversees advisor education strategy including national/regional conferences, senior level advisor and client seminars, branch presentations, advisory councils, and other sales functions.
· Represents the firm at industry conferences and applicable meetings.
· Strategic oversight of planning and execution of advisor and branch education of PCB products.
· Works with product teams to establish sales budgets and holds team accountable for production and profitability objectives.
· Performs first line functions and may interact with Regulators and the Board of Directors and performs financial management tasks.
· Manages business unit in accordance with established Bank policies and practices to achieve satisfactory safety and soundness and compliance regulatory examination results.
· Performs human resources activities, including administering progressive discipline policies; evaluating performance; approving recruitment of new or replacement positions and approving training and development recommendations and providing appropriate developmental resources.
· Participates in developing, implementing and maintaining policies, objectives, short-and long-range planning; and develops and implements projects and programs to assist in accomplishment of established goals.
· Influences solutions to complex client needs for other financial services promoting RJ Bank products and affiliate relationships.
· Incorporates Service 1st philosophy in product and service deliveries.
· Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
· Advanced principles, practices, concepts and procedures of cash solutions, securities-based lending (including Margin), mortgages, Tailored Lending,banking and financial markets and products.
· Principles and methods for promoting and educating on securities-based lending, margin, mortgages, structured lending and cash management.
· Expert knowledge of credit products including, residential mortgage products, securities-based loans, and high net worth tailored lending products.
· Investment concepts, practices and procedures used in the securities industry.
· Thorough banking and broker dealer regulations.
· Principles of finance and securities industry operations.
· Financial markets and products.
Skill in
· Exercising analytical and forward thinking with a demonstrated track record of successfully developing and implementing strategic plans calling for substantial growth.
· Demonstrating excellent interpersonal and leadership skills to provide a high level of customer service.
· Cultivating and maintaining effective working relationships at all levels of the organization.
· Providing excellent sales and marketing/presentations.
· Outstanding oral and written communications.
· Demonstrating uncompromising adherence to ethical principles.
· Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
· Identifying trends and determining impact on assigned functional area.
Ability to
· Coach and mentor a high performing sales, education and engagement team.
· Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
· Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
· Balance conflicting resource and priority demands.
· Partner with other functional areas to accomplish objectives.
· Plan, assign, monitor, review, evaluate and lead the work of others.
· Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
· Attend to detail while maintaining a big picture orientation.
· Identify required tasks, develop timelines and execute.
· Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Educational/Previous Experience Requirements
Education/Previous Experience
· Bachelor’s Degree from four year college or university with a minimum of fifteen (15) years of experience in banking or financial services with relevant sales background. At least five (5) years of leadership experience.
· ~or~
· Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
· None required.
Travel
Travel Required
Travel Required: Yes, 25 % of the Time
Disclaimer
Disclaimer
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
Knowledge, Skills, and Abilities
Knowledge of
· Advanced principles, practices, concepts and procedures of cash solutions, securities-based lending (including Margin), mortgages, Tailored Lending,banking and financial markets and products.
· Principles and methods for promoting and educating on securities-based lending, margin, mortgages, structured lending and cash management.
· Expert knowledge of credit products including, residential mortgage products, securities-based loans, and high net worth tailored lending products.
· Investment concepts, practices and procedures used in the securities industry.
· Thorough banking and broker dealer regulations.
· Principles of finance and securities industry operations.
· Financial markets and products.
Skill in
· Exercising analytical and forward thinking with a demonstrated track record of successfully developing and implementing strategic plans calling for substantial growth.
· Demonstrating excellent interpersonal and leadership skills to provide a high level of customer service.
· Cultivating and maintaining effective working relationships at all levels of the organization.
· Providing excellent sales and marketing/presentations.
· Outstanding oral and written communications.
· Demonstrating uncompromising adherence to ethical principles.
· Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
· Identifying trends and determining impact on assigned functional area.
Ability to
· Coach and mentor a high performing sales, education and engagement team.
· Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
· Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
· Balance conflicting resource and priority demands.
· Partner with other functional areas to accomplish objectives.
· Plan, assign, monitor, review, evaluate and lead the work of others.
· Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
· Attend to detail while maintaining a big picture orientation.
· Identify required tasks, develop timelines and execute.
· Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Educational/Previous Experience Requirements
Education/Previous Experience
· Bachelor’s Degree from four year college or university with a minimum of fifteen (15) years of experience in banking or financial services with relevant sales background. At least five (5) years of leadership experience.
· ~or~
· Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
· None required.
Travel
Travel Required
Travel Required: Yes, 25 % of the Time
Disclaimer
Disclaimer
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
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 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