Job Description Summary
Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements.
Job Description
Responsibilities:
- Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit.
- Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
- Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization.
- Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues.
- Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
- Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
- Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework.
- Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills:
- Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
- Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements.
- Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.
- Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
- Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making.
- Applies expertise to act as an authority to acknowledge and ask questions to understand the circumstances surrounding client indifference.
- Acts as the organizational authority and established expert on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
- Applies expertise to act as the organizational authority on managing client accounts in a way that provides benefits both for the organization and its clients.
- Acts as the organization's authority and established expert to develop solutions based on an understanding of the business environment and objectives.
- Applies expertise to act as an authority to quickly and effectively establish trust within the buying centers in the client’s organization.
- Applies expertise to act as an authority to orient the seller's organization around delivering to the key needs of their customers.
- Applies expertise to act as an authority to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.
- Applies expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
- Applies expertise to act as an authority to accurately identify and understand the key buying influences pertaining to an opportunity.
- Applies expertise to act as an authority to continuously provide effective solutions and value to the client's organization.
- Operates as a recognized expert to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically known as a subject matter authority.
- Operates as a recognized expert to identify potential stakeholders, analyze their expectations, and develop strategies for managing stakeholders and their expectations. Typically known as a subject matter authority.
- Operates as a recognized expert to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically known as a subject matter authority.
- Applies expertise to act as an authority to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges.
- Applies expertise to act as an authority to align the client's sales process with their organization's sales process, including the key influencers/sales team members when appropriate.
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - 3 to 6 years
Certifications
Salary Range
$130,000.00-$250,000.00
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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 – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
