Practice Management Consultant

Raymond James

Remote, US
Remote
Financial markets and products knowledge
Financial services industry concepts
Advisor and branch professional business building
Raymond James is seeking a Practice Management Consultant to deliver specialized training and coaching to advisory teams within the financial services sector. The role involves mentoring financial advisors and branch associates, focusing on sales, marketing, and client service strategies, with a strong emphasis on achieving measurable results

Job Summary

  • Delivers complex specialized group training/workshops and personalized coaching services to a diverse group of advisory teams.
  • Primary focus on Sales, Marketing, Client Service Standards, and Professional Development tracks for branch personnel.
  • Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key metrics.

Matching Summary

Match Score: 85

Raymond James is seeking a Practice Management Consultant to deliver specialized training and coaching to advisory teams within the financial services sector. The role involves mentoring financial advisors and branch associates, focusing on sales, marketing, and client service strategies, with a strong emphasis on achieving measurable results.

Skills & Requirements

Must-have

  • Financial Markets and Products knowledge
  • Financial Services industry concepts
  • Advisor and branch professional business building
  • Sales, Marketing, and Client Service coaching
  • Develop and implement practice management plans

Nice-to-have

  • Client-first, integrity, independence
  • Conservative, long-term view
  • Continuous evolution of the firm

Key Requirements

  • Minimum 5 years coaching, consulting, and training in financial services
  • Bachelor's degree in Business Administration, Finance, or Marketing
  • Ability to obtain FINRA Series 7 License within 6 months
  • Ability to obtain Registered Corporate Coach (RCC) designation within 1 year

Work Rights

Not specified

Tailored Resume

Cover Letter