Adv & Mngd New Accts Team Lead

Raymond James

Memphis, TN, US
Remote
Advisory and managed products
Error correction and escalations
Process improvement analysis
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration

Job Summary

  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
  • Handles account openings, strategy changes, and product terminations for advisory and managed products, addressing escalations and error corrections.
  • Manages department workflow, assists with underperformance management, and supports process improvements.

Matching Summary

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

Skills & Requirements

Must-have

  • Advisory and managed products
  • Error correction and escalations
  • Process improvement analysis
  • Manage department workflow
  • Financial industry knowledge

Nice-to-have

  • Guide and mentor colleagues
  • Motivate others without formal authority
  • Customer service excellence
  • Build strong relationships
  • Adaptability in fast-paced setting

Key Requirements

  • 7 to 12 months general experience
  • Ability to obtain SIE and Series 99 within 2 years
  • Bachelor's or High School diploma

Work Rights

Not specified

Tailored Resume

Cover Letter