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Raymond James · 1 day ago

Branch Manager- Alpharetta, GA

Alpharetta, GA

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Raymond James is a financial services firm, and they are seeking a Branch Manager to oversee the day-to-day operations of a retail branch. The role involves developing relationship management plans for both existing and potential client accounts, managing a diverse team, and aligning business plans with the company's strategy.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

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

Qualification

Relationship managementBusiness planningTeam managementFinancial analysisClient engagementGeneral Securities CertificationCommunication skillsProblem-solvingLeadership