**Responsibilities** + Development and execution of a strategic plan to monitor and control expenses to facilitate revenue growth of the practice, improve productivity, realize operational efficiencies and address competitive landscape. + Leadsdeliveryoftheclientexperience,includingmanagementofadministrativeproceduresas wellas directing and coordinating execution of clientrequests. + Worksdirectlywithhomeofficepersonneltocoordinatebranch-homeofficeworkflow. + Researchesandresolvescomplexproblemsrelatingtoclientaccountsandinquiries. + May review daily work of practice team’s support staff, including evaluating workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow. + Planandcoordinatespecialprojectsforpracticetoincludeclienteventsforclientsandprospectsthat result in a return oninvestment. + Assess training needs, identify industry-developed training programs and coordinate training implementation. + Educatesandassistswithtrainingfinancialadvisorsonthelatestplatformandproductenhancements, including new software, websites and other tools andresources. + Educatesfinancialadvisorsonthebenefitsofofferedproductsandservicesfortheirclientsthrough individual or group meetings and presentations. + Develop and maintain strong relationships with key business partners both internal andexternal. + Assistsinsourcinganddevelopingnewfinancialadvisoraffiliationstoachievebranchrecruiting goals. + Establishes relationships with prospective advisors, provides consultation and education regarding the Raymond James and Associatesplatform. + Maintainsaprospectdatabase,gatheringinformationanddataonprospectstobeusedtodetermine suitability in the branch recruitingprocess. + Participatesinconferencecallsandmeetingswithprospectstounderstandtheirbusinessandproduct mix and to address issues, interests andconcerns. + Preparespayoutanalysesbasedonprospect’sproductionandmixofbusiness;generatesproposals forprospects. + 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 /onboardingprocess. + Partnerswithhomeofficedepartmentstoleverageproductsalesandgeneratenewbusiness opportunities for financialadvisors. + Responds to requests from Financial Advisors who need assistance in sellingproducts. + Assistswiththecreationofbusinessdevelopmentstrategies,andwithmaintainingandexpanding referral sources including the coordination of target marketingcampaigns. + Performs other duties and responsibilities asassigned. **Education/Experience Requirements** + Bachelor’s degree in related field and a minimum of three years’ experience in the financial services industry ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses** + SIE requiredprovided that an exemption or grandfathering cannot beapplied + Series7 + Series 63, 65 and/or66 as required bystate + Ability to obtain additional securities and advisory state registrations if required bystate.