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Job Snapshot
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Employee Type:
Full-Time -
Location:
Clifton Park, NY -
Job Type:
-
Experience:
Not Specified -
Date Posted:
12/2/2024
Job Description
Job Summary:
This position can be in any city/state within the Division where there is a branch.
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to provide strategic direction and overall management of a region for a major broker/dealer. Works with senior management to determine strategic direction and develop tactical plans. Completes complex assignments with substantial latitude for autonomous actions and decisions. Provides comprehensive solutions to complex problems or needs. Results are evaluated based on the achievement of established goals and objectives. Extensive contact with various departments of Raymond James Financial is required to perform the functions of this position.
Essential Duties and Responsibilities:
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
Company%26rsquos working structure, policies, mission, strategies, and compliance guidelines.
Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.
Skill in:
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Preparing and delivering clear, effective, and professional presentation
Ability to:
Partner with other functional areas to accomplish objectives.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Incorporate needs, wants and goals from different business unit perspectives into strategies of the business unit.
Attend to detail while maintaining a big picture orientation.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Articulate reasons behind decisions.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
Establish and maintain effective working relationships with others.
Identify problems, gather facts, and develop solutions.
Provide a high level of customer service.
Educational/Previous Experience Requirements:
Bachelor%26rsquos degree (B.A.) from four-year college or university and a minimum of five (5) years of managerial experience in a retail financial services firm.
~or~
Any 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 and 9 %26amp 10 (or 8) required.
Series 63 %26amp 65, or 66 as required by state.
Series 31 may be required.
Series 3 may be required.
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
