Mngr, Virtual Branch Consultants

Job Summary

Under administrative direction and with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to support and lead the Virtual Branch Consultant Team. The manager leads the work of virtual teams, manages administrative activities associated with the program, and ensures the quality of the services. Leads large or multiple projects with potentially significant scope and business impact. Works with a team on challenging assignments that are broad in scope requiring innovation. Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers is required to identify, research, analyze and resolve complex issues. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. **

Essential Duties And Responsibilities**

• Recruits, selects, trains and supervises Virtual Branch Consultants in multiple locations.
• Plans, assigns, monitors, reviews, evaluates and leads the work of consultants
• Monitors daily work of associates evaluating workload and responsibilities of consultants to determine necessary assignment changes to maintain efficient workflow.
• Conducts ongoing performance management, scheduled performance appraisals and salary reviews of consultants.
• Performs managerial activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff.
• Coaches and mentors subordinates, identifies training needs and recommends development programs.
• Sets clear goals and provides insight and direction around the goals.
• Responsible for providing a premier service experience to advisors resulting in continued subscription to the program.
• Establishes relationships with assigned advisors and branches, handling escalations when necessary.
• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as needed for senior management.
• Participates in establishing objectives and developing processes and procedures to ensure efficient and timely work flow.
• Oversees billing and monitoring of program.
• May be responsible for ensuring compliance with firm and regulatory policies and procedures.
• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, And Abilities

Knowledge of

• Working structure, policies, mission and strategies of the organization.
• Branch operations and supervision processes and procedures
• Performance or actions necessary to train and develop new team members.
• Concepts, principles, and practices of the financial services industry.

Skill in

• Organize, prioritize, manage, and complete multiple projects and tasks concurrently, in a fast-paced environment with frequently changing priorities and constant interruptions, including those delegated, to complete work efficiently.
• Read, interpret, analyze and apply technical and compliance information.
• Interpret and apply policies and identify and recommend changes as appropriate.
• Establish and maintain effective working relationships.

Ability to

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
• Establish and communicate clear directions and priorities.
• Incorporate needs, wants and goals from different business unit perspectives into offering; balance conflicting resources and priority demands.
• Generate enthusiasm and influence, motivate and persuade others to achieve desired levels of customer service.
• Work independently or within a team environment; resolve problems and use independent judgment in making decisions.
• Partner with other functional areas to accomplish objectives.
• Attend to detail while maintaining a big picture orientation.
• Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

Educational/Previous Experience Requirements

• Bachelor’s degree and a minimum of (6) six years experience in the financial services industry, including related operational, administrative management and supervisory experience. Knowledge of Raymond James systems is preferred.
• ~or~
• An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied
• Series 7, 9 & 10
• Series 63, 65 and/or 66 as required by state
• Ability to obtain additional securities and advisory state registrations if required by state

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. **

Job :**

Administrative & Support Services **

Primary Location :**

US-RM-Remote-Remote **

Organization :**

Private Client Group **

Schedule :**

Full-time **

Shift :**

Day Job **

Travel :**

No **

Eligible for Discretionary Bonus :**

Yes