Manager, PCB Education & Engagement - RJ Bank

Job Description Summary

Under general direction with a high level of autonomy, independently uses specialized knowledge and skills to lead major educational content initiatives, sales enablement resources, and strategic engagement programs for the Private Client Banking (PCB) Sales team, while strategically position PCB within firm initiatives and projects. Leads or oversees projects, programs or processes with significant business impact involving cross-functional teams. Responsible for managing PCB educational programs end-to-end, including event coordination and content development, and for owning and executing projects and communication plans that have significant business impact across cross-functional teams.Working in a dynamic team environment, this role directs and implements education and engagement campaigns, builds and delivers educational resources and communication strategies, creates advisor and client-facing collateral, and oversees the coordination of conferences and events, among other strategic initiatives. Success requires specialized knowledge and skills acquired through education and experience, as well as the ability to work independently and lead complex initiatives with minimal supervision.

Essential Duties and Responsibilities

• Manages associates on the Education & Engagement team.
• Partners and coaches PCB and Cash Solutions team members, and works with product area subject matter experts to ensure sales efforts are coordinated, consistent, and relevant to the individual product areas, PCB as a whole, and the firm.
• Manages PCB educational programs, including the Cash & Lending Institute suite.
• Oversees and participates in the creation of training materials to support the varied needs and other educational resources for broad initiatives.
• Works with other departments in the firm, including Corporate Marketing, Global Wealth Solutions, PCG Education and others, and outside organizations to adopt best practices and strategically integrate PCB into firm resources.
• Implements sales strategies by coordinating the creation and production of PowerPoint presentations, reports, and internal sales communications. 
• Organizes, manages, and executes objectives with limited to no oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness.
• Leads coordination of sales education and engagement events.
• Drives efficiencies and improves processes. Review existing resources on a regular basis to determine if updates are needed.
• Maintains extensive product and compliance knowledge required to successfully support strategic sales objectives of PCB.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Advanced knowledge of principles and practices of client relations, marketing, and communications.
• Advanced knowledge of fundamental investment concepts, practices and procedures used in the securities industry.
• Wide range of lending strategies and products represented at Raymond James Bank and Cash Solutions.
• Firm and business units.

Skill in

• Self-reviewing work with a strong attention to detail.
• Coaching and managing new associates
• Leading and moderating meetings with multiple stakeholders.
• Strategically planning work and priorities.
• Strong skills in organizing, managing, and executing on objectives with limited oversight
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Strategically planning work and priorities
• Experience designing, developing and modifying content, presentations, participant guides, learning materials, job aids, etc., and driving measurable results
• Results-oriented, data-driven, curious, passionate about learning and improving business outcomes
• Strong analytical and problem-solving skills with the ability to analyze trends, best practices and data
• Operating standard office equipment and using required software.

Ability to

• Manage, assist and coach team members with issues that arise.
• Build relationships and interact effectively with all levels of associates and leaders, including cross-functional and external stakeholders
• Manage multiple priorities and projects independently and ability to prioritize in a fast-paced environment
• Deal with ambiguity and create a process and structure where it does not currently exist
• Communicate crisply and candidly, influence, and foster candid dialogue
• Problem-solve and make decisions when variables, alternatives, and outcomes are not clearly defined
• Demonstration of analytical skills, including the ability to arrange and tell a story with data
• Accurately apply investment and product knowledge, as well as client positioning, to product area projects.
• Communicate effectively, both orally and in writing, with all organizational levels
• Work independently as well as collaboratively within a team environment. Strong critical thinking skills required to proactively solve problems and collaborate with product managers to implement improvements and solutions​
• Meet deadlines while attending detail and maintaining a big picture orientation.

Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: MarketingGeneral Experience - 3 to 6 years

Travel

Less than 25%

Workstyle

Hybrid

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 sameWork with and through others to achieve desired outcomes

 Make prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matter

 Contribute to the continuous evolution of the firmAt 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. #LI-AT1