**Essential Duties and Responsibilities** Relationship & Partnership Management Manages day‑to‑day execution of the firm’s strategic recruiting partner program. + Conducts daily outbound calls to external recruiting partners to share the Raymond James value proposition, address questions, gather feedback, and reinforce partnership engagement. + Strengthens and maintains the firm’s contact management system to enable consistent, high‑quality communication and ongoing touchpoints with all strategic partners including milestones + Identifies new partnership opportunities and evaluates suitability + Builds strong relationships with internal stakeholders—including PCG Recruiting, Marketing, Leadership Marketing & Communication Execution + Implements marketing strategies and campaigns to increase partner engagement and enhance the firm’s external industry perception. + Collaborates with Marketing to ensure collateral, messaging, and outreach are updated, consistent, and effectively delivered across channels. + Tracks partner engagement and campaign effectiveness, recommend enhancements as needed. Industry, Platform & Product Expertise + Maintains a working understanding of industry trends, competitor solutions, affiliation options, and advisor needs. + Stays ahead of industry trends, disruptions and recruiting opportunities Influence & Change Management + Champions change by collaborating across teams, overcoming resistance through influence, and driving momentum toward improved processes and outcomes. + Demonstrates creative conflict‑resolution skills, navigating differing perspectives with professionalism and diplomacy. + Represents Raymond James at conferences and partner events in a confident, consistent, and polished manner. + Supports Inbound Consulting team, able to influence without direct leadership of the team Operational Excellence + Uses CRM and reporting tools to track partner interactions, trends, lead flow, and opportunities. + Gathers, analyzes, and shares partner insights to help refine strategy and operational effectiveness. + Organizes, prioritizes, and manages multiple tasks in a fast‑paced environment with shifting demands. **Knowledge, Skills, and Abilities** **Knowledge of** + Advanced concepts, practices and procedures of business development in a financial services environment. + Investment concepts, practices and procedures used in the securities industry. + Principles of finance and securities industry operations. + Financial markets and products. + Securities rules and regulations in order to conduct proper due diligence analysis **Skill in** + Managing complex relationships. + Deliver engaging and inspiring messages. + Developing business development and/or practice acquisitions strategies. + Negotiating with an understanding of economic impact and working towards resolution + Maintaining and expanding referral sources. + Gathering and interpreting information and data. + Initiating sales calls and responding to inquiries, turning them into increased referral flow, quantity and quality + Establishing and maintaining databases. + Preparing and delivering clear, effective, and professional presentations. + Effective questioning and listening techniques. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Plan, assign, monitor, review, evaluate and supervise the partnership strategy. + Identify needs and opportunities for firm’s strategic recruiting partners + Participate in professional organizations and activities to expand network of business contacts. + Maintain currency in investment advisor and/or financial planner services and products. + Partner with other functional areas to accomplish objectives, specifically recruiting stakeholders across all affiliation options + Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies. + Gather information, identify linkages and trends and apply findings to operations and contact management system + Research, interpret, analyze and apply information about recruiting trends. + Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. + Incite enthusiasm and influence, motivate and persuade others to share the firm’s value proposition + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements** + Bachelor’s Degree from four year college or university and a minimum of three (3) to five (5) years experience in Business Development or Sales or Sales Management, including experience recruiting financial advisors in a financial services environment or other applicable relationship management + OR ~ + An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + SIE and/or Series 7/66 preferred but not required **Travel Required:** Yes, 30% of time with frequent trips to St. Petersburg FL; seasonal spikes in travel are to be expected