Branch Manager- Alpharetta, GA

Raymond James • Alpharetta, GA

2d • Onsite

About The Position

Oversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business.

Requirements

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
• General Experience – 10 to 15 years
• Manager Experience - 6 to 10 years
• s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA)
• s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
• s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
• s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA)
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

• 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.
• Develop and implement relationship management plans for complex potential 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.
• Develop and propose annual business plans for a given area or department, ensuring alignment with strategy.
• Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.
• Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
• Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
• Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
• Quickly and accurately define the needs of the key buying influencers.
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees