Complex Manager (Houston, TX)

Job Description Summary

Manage a team of account managers to develop and maintain relationships with prospective and existing clients to stimulate and manage demand for financial products and services.

Job Description

Responsibilities
Develop and implement a relationship management plan for strategic complex existing accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues. Manage key client and client relationships often through account teams to ensure their ongoing satisfaction and loyalty.
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.
Develop internal marketing plans and work collaboratively with other departments to improve internal relationships in a large organization and to build strong external client relationships.
Communicate the functions strategy and its relationship to the organizations mission vision and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission vision and values and do extraordinary things to achieve the organizations business goals.
Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Skills
Accurately identify and understand the key buying influences pertaining to an opportunity.
Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
Express ideas request actions formulate plans & policies by means of clear and effective verbal communications.
Connect with clients to strengthen the relationship meeting personal needs through positive client experiences.

Education

Bachelors

Work Experience

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