Division Manager, CCD
Location
Florida
Posted
71 days ago
Salary
0
Seniority
Lead
Job Description
Division Manager, CCD
Raymond James
• Supports the client relationship management function in a financial company • Expert individual contributor that supports strategic client accounts • Focus on driving client loyalty, managing escalations, and growing the client relationships • Works closely with service, trading, executive management, technology, and other internal subject matter experts to resolve client concerns • Identifies opportunities to utilize company resources to capture assets and maintain profitability standards • Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm’s financial advisors • Develops and delivers presentations to groups, both at home office and conferences • Advocates the growth and utilization of CCD resources, services, and products throughout the firm • Develops marketing campaigns and communications plans to drive increased adoption of CCD platform • Oversees the development of communication plans for the different components of the CCD strategy • Leads and/or participates in strategy development, analysis of adoption drivers, tool set integration, service coordination, and product management for various components of the CCD platform • Surveys the competitive landscape for awareness of potential solutions and potential relationships with high net worth related vendors • Leads development projects for enhanced services and resources including operational strategies • Provides analysis and reports on key success metrics
Job Requirements
- Bachelor’s Degree in finance, marketing or business-related field
- minimum of ten to fifteen (10-15) years of progressively responsible product management experience in the financial services industry
- Practical knowledge of the concepts of wealth management and financial planning
- Experience with investment products and services, technology platforms and delivery models for high net worth clients
- Sales experience
- SIE required provided that an exemption or grandfathering cannot be applied
- Series 7
Benefits
- 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)
- parental leave
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