Division Manager, CCD

🕒 il y a 1 mois

🐊 Florida – Distant

🐊 Florida – Remote

⏰ Temps Plein

🟠 Senior

🔴 Expert

👔 Manager

🦅 Parrain de Visa H1B

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Raymond James

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James est une entreprise de services financiers mondiale qui propose une gamme complète de solutions d'investissement, y compris la gestion de patrimoine, la gestion d'actifs et des services de banque d'investissement. L'entreprise se spécialise dans la fourniture de conseils financiers et de planification sur mesure pour les particuliers et les institutions, en mettant l'accent sur la planification de la retraite, la gestion de patrimoine et l'éducation financière. Soutenue par une solide équipe de conseillers financiers et une expertise sectorielle, Raymond James s'engage à aider ses clients à atteindre leurs objectifs financiers grâce à des services personnalisés.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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