Branch Manager- Alpharetta, GA

Job Description Summary

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

Job Description

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 functions strategy and business plan within the business area or department; explain the relationship to the broader organizations 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.

Skills

• 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.

Education

Bachelors: Accounting Bachelors: Business Administration Bachelors: Finance

Work Experience

General Experience 10 to 15 years Manager Experience - 6 to 10 years

Certifications

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)

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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.

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