Advisory & Managed New Accounts Manager

Raymond James

Memphis, TN, US
Hybrid
Investment concepts and procedures
Financial markets and products
Operational budgets and reporting
This position follows a hybrid-friendly schedule with 3 in-office days per week at the Memphis, TN location

Job Summary

  • This position follows a hybrid-friendly schedule with 3 in-office days per week at the Memphis, TN location.
  • The role involves translating business strategy into work programs, leading complex projects, and resolving escalated issues with a high level of autonomy.
  • Raymond James values a people-first culture, honoring uniqueness and encouraging associates to bring their authentic selves to thrive.

Matching Summary

This position follows a hybrid-friendly schedule with 3 in-office days per week at the Memphis, TN location.

Skills & Requirements

Must-have

  • Investment concepts and procedures
  • Financial markets and products
  • Operational budgets and reporting
  • Process improvement initiatives
  • Human resource management

Nice-to-have

  • Advisory and/or Managed Products knowledge
  • Client-first, integrity, independence
  • Inspire professional growth
  • Pragmatic choices and client focus
  • Continuous evolution of the firm

Key Requirements

  • 6 to 10 years general experience
  • 3 to 6 years manager experience
  • SIE and Series 99 certifications required
  • Bachelor's or High School diploma

Work Rights

Not specified

Tailored Resume

Cover Letter