Division Manager, CCD

🕒 Maio 8

🐊 Florida – Remoto

🐊 Florida – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

👔 Gerente

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Raymond James

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1962

💸 Finanças

Finance • Wealth Management • Investment Banking

A Raymond James é uma empresa global de serviços financeiros que oferece uma ampla gama de soluções de investimento, incluindo gestão de patrimônio, gestão de ativos e serviços de banco de investimento. A empresa se especializa em fornecer planejamento financeiro personalizado e consultoria de investimentos para indivíduos e instituições, com foco em planejamento de aposentadoria, gerenciamento de patrimônio e educação financeira. Apoiada por uma forte equipe de consultores financeiros e expertise na indústria, a Raymond James se compromete a ajudar os clientes a alcançarem seus objetivos financeiros por meio de serviços personalizados.

Descrição

• 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 • Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm’s financial advisors • Develops and delivers presentations to groups, both at home office and conferences • Advocates the growth and utilization of CCD resources, services, and products throughout the firm • Develops marketing campaigns and communications plans to drive increased adoption of CCD platform • Oversees the development of communication plans for the different components of the CCD strategy • 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 • Surveys the competitive landscape for awareness of potential solutions and potential relationships with high net worth related vendors • Leads development projects for enhanced services and resources including operational strategies • Provides analysis and reports on key success metrics

🎯 Requisitos

• Bachelor’s Degree in finance, marketing or business-related field • 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 • SIE required provided that an exemption or grandfathering cannot be applied • Series 7

🏖️ Benefícios

• 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) • parental leave