Raymond James is seeking a Complex Business Coordinator for their St. Petersburg, FL branch, responsible for executing strategic plans to drive growth, resolving client inquiries, and maintaining relationships within the financial services industry. The ideal candidate should have relevant experience in financial services and strong interpersonal skills
Job Summary
Assists with the execution of strategic plans for overall growth of the Branch or Complex.
Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.
Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.
Matching Summary
Match Score: 85
Raymond James is seeking a Complex Business Coordinator for their St. Petersburg, FL branch, responsible for executing strategic plans to drive growth, resolving client inquiries, and maintaining relationships within the financial services industry. The ideal candidate should have relevant experience in financial services and strong interpersonal skills.
Skills & Requirements
Must-have
strategic plan execution
client experience support
problem resolution
project coordination
practice management expertise
advisor consultation
Nice-to-have
networking relationships
return on investment focus
team continuing education
prospect database management
recruiting process support
Key Requirements
Associates degree and five years experience in financial services
Bachelor's degree and two years experience in financial services
Equivalent combination of experience, education, and training