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Branch Manager

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Raymond James

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Location:
United States , Alpharetta

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Oversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business.

Job Responsibility:

  • Oversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch
  • May service clients in his/her own book of business
  • Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization and to enable effective two-way flow of information and resolution of issues
  • Manage ongoing relationships with identified client segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on client input
  • Develop and implement relationship management plans for complex potential client accounts to identify and build relationships with relevant decision-makers and influencers within the client organization and to enable effective two-way flow of information and resolution of issues
  • Develop and propose annual business plans for a given area or department, ensuring alignment with strategy
  • Recommend financial and headcount budgets
  • propose business targets, for example, revenues or other key performance indicators (KPIs)
  • and schedule key activities/projects, ensuring integration with other elements of the organization
  • Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department
  • explain the relationship to the broader organization's mission, vision, and values
  • motivate people to commit to these tenets and do extraordinary things to achieve local business goals
  • Manage and report on the performance of a substantial, diverse team
  • set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them
  • take appropriate corrective action where necessary to ensure the achievement of team/personal objectives

Requirements:

  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
  • General Experience – 10 to 15 years
  • Manager Experience - 6 to 10 years
  • s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA)
  • s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
  • s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
  • s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA)
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
  • Develop and implement relationship management plans for complex existing client accounts
  • Develop and implement relationship management plans for complex potential client accounts
  • Develop and propose annual business plans for a given area or department
  • Identify and communicate the actions needed to implement the function's strategy and business plan
  • Manage and report on the performance of a substantial, diverse team
  • Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required
  • Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client
  • Quickly and accurately define the needs of the key buying influencers
  • Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences

Additional Information:

Job Posted:
March 12, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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