Apply on Employer Site

Raymond James · 3 days ago

Business Manager

Lemont, IL

Full-time

Onsite

Mid Level

$96K/yr - $96K/yr

3+ years exp

Raymond James is a financial services firm dedicated to delivering exceptional service and building lasting relationships with clients. They are seeking a Business Manager to support advisors and ensure operational excellence by developing and implementing long-term financial plans for clients.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Partner with our team to design and execute comprehensive financial strategies

Manage account documentation and oversee the flow of funds

Prepare portfolio analysis reports and assist with client communications

Support compliance efforts and maintain adherence to regulatory guidelines

Utilize advanced technology tools, including CRM systems, GPM, and Morningstar research

Prepare reports for client meetings and ensure timely follow-up on client needs

Qualification

Financial services experienceCRM systemsFinancial technology platformsSeries 7 licenseSeries 24 licenseSeries 65/66 licensePlanning skillsCFP designationParaplanner designationCommunication skillsOrganizational skills