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Description

Job Summary:

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to various Raymond James Financial divisions. Extensive contact with internal and external stakeholders is required to establish and maintain relationships that lead to recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals.

Essential Duties and Responsibilities:

• Creates business development and/or acquisition strategies, generates leads, and maintains and expands referral sources.

• Sources, solicits and develops new affiliations by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals.

• Establishes relationships with prospective advisors, provides consultation and education regarding platform of choice or acquisition opportunities.

• Establishes and maintains a prospect database.

• Gathers information and data on prospects to be used in the sales process and for suitability review.

• Evaluates interested prospects to determine suitability.

• Manages the creation of proformas for prospects.

• Oversees visits to home office by prospects to address issues, interests and concerns.

• Assists advisors during transition to the firm.

• May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan.

• May coach and mentor others.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Advanced concepts, practices and procedures of business development in a financial services environment.

• Investment concepts, practices and procedures used in the securities industry.

• Principles of finance and securities industry operations.

• Financial markets and products.

• Financial analysis of businesses and FA practices, business valuation methods and modeling may be required.

• Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required.

Skill in:

• Sourcing and developing prospects.

• Developing business development and/or practice acquisitions strategies.

• Maintaining and expanding referral sources.

• Gathering and compiling information and data.

• Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities.

• Facilitating transition/acquisition processes.

• Establishing and maintaining databases.

• Preparing and delivering clear, effective, and professional presentations.

• Effective questioning and listening techniques.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability to:

• Participate in professional organizations and activities to expand network of business contacts.

• Maintain currency in investment advisor and/or financial planner services and products.

• Partner with other functional areas to accomplish objectives.

• Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies.

• Gather information, identify linkages and trends and apply findings to operations.

• Research, interpret, analyze and apply information about prospects.

• Establish and communicate clear directions and priorities.

• Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.

• Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives.

• Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others.

• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements:

• Bachelor’s Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment.

• Masters in Business Administration may be a plus depending on assigned area.

or

• An equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.

• Series 7 or ability to obtain within 6 months, depending on assigned functional area.

Job: Business Development

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Travel Yes, 25 % of the Time

Req ID: 2402040