VP, Banking Consultant – Northeast

🔥 5 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Serve as the initial point of contact for Financial Advisors regarding Private Client Banking lending and cash solutions • Conduct branch visits, branch/Financial Advisor profiles, Financial Advisor book reviews, and call reports • Partner with Financial Advisors to provide advice on Private Client Banking products to clients • Build product awareness among Financial Advisors and Sales Assistants • Develop and maintain a pipeline to meet loan production and growth goals • Lead marketing, training, and education efforts for Financial Advisors and Sales Assistants • Partner with home office product teams on Cash Solutions, Mortgages, Securities Based Lending, Margin, and Structured Lending • Attend regional conferences and meetings on behalf of RJ Bank • Analyze the competitive landscape and develop solution strategies • Develop and implement product marketing strategies with Branch Management and Financial Advisor teams • Coordinate with Internal Banking Consultants, branch staff, product partners, and operations • Conduct regular meetings with internal Private Client Banking product fulfillment partners • Influence strategic direction, develop tactical plans, and complete complex assignments • Develop and present client transaction solutions and constructive alternatives • Maintain strong relationships across all organizational levels • Perform other assigned duties

🎯 Requirements

• 6 to 10 years of general experience • Proven new business development/origination experience with lending products • Advanced knowledge of cash solutions, securities based lending including Margin, mortgages, and structured lending • Expert knowledge of credit products, including residential mortgage products, securities based loans, and high net worth structured lending products • Knowledge of banking and financial markets and products • Excellent business development and marketing skills • Ability to analyze financial/collateral information and determine creditworthiness • Strong organizational, analytical, oral, written communication, and presentation skills • Ability to build relationships with Financial Advisors, branch managers, clients, product partners, and Internal Banking Consultants • Ability to train Financial Advisors and Sales Assistants on the product suite • Ability to manage multiple tasks and changing priorities in a fast-paced environment • SIE required unless an exemption or grandfathering applies • NMLS required • Series 7 and Series 63 or 66 preferred • Completion of formal credit training strongly preferred • Bachelor’s degree in Business Administration or Marketing

🏖️ Benefits

• Medical, dental, and vision benefits • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Additional compensation may include cash or equity, discretionary bonuses, or commissions