[Remote] Practice Management Consultant
Note: The job is a remote job and is open to candidates in USA. Raymond James is a leading financial services firm that specializes in Branch Financial Services. The Practice Management Consultant will deliver personalized coaching and training to advisory teams, focusing on enhancing sales, marketing, and client service standards while evaluating and resolving business management opportunities.
Responsibilities
- Coach and mentor experienced and new financial advisors, branch associates, and branch managers
- Provides, executes, and tracks success of personalized team coaching, group coaching, practice management events/workshops, and advisor consultations
- Primary focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing (client acquisition techniques), (3) Client Service Standards (implementation, workflow development and CRM automation), and customizing personalized (4) Professional Development tracks for branch personnel.
- Promote branch manager/advisor development and execution of practice management plans through various educational offerings.
- Promote development and facilitate implementation of branch support staff practice management (proactive and reactive) service strategies.
- Conduct branch consultations and practice management assessments by request of advisors and PCG management.
- May present in front of large and small groups for conference and event presentations, workshops and study groups.
- Analyzes and develops training needs and creates and develops solutions for engaged practices.
- Participates in development programs to increase training support.
- Reviews performance and evaluates results achieved by coaching clients.
- Balances conflicting resources and priority demands.
- Will provide feedback to branch managers on coachee progress during individual and group coaching programs.
- Prepares and delivers written and oral presentations to various levels in the firm.
- Supports promotional activities of the department and dissemination of practice management materials.
- Performs other duties and responsibilities as assigned.
Skills
- Bachelor’s degree (B.A.) in a related discipline and a minimum of five (5) years of successful experience related in coaching, consulting and training experience in a financial services environment.
- An equivalent combination of experience, education, and/or training approved by Human Resources.
- Ability to obtain Registered Corporate Coach (RCC) or applicable coaching designation within 1 year.
- Ability to obtain FINRA Series 7 License within six (6) months.
- Advanced knowledge of Financial Markets and Products.
- Advanced knowledge of concepts, principles and practices of the financial services industry.
- Advanced knowledge of performance or actions necessary for advisor and branch professionals to build and refine a business.
- Advanced knowledge of working structure, policies, mission and strategies of the organization.
- Advanced knowledge of operational processes and procedures of assigned functional areas.
- Advanced skill in utilizing training materials and learner information.
- Advanced skill in responding to learner needs for clarification or feedback.
- Advanced skill in delivering personalized coaching that supports achievement of desired outcomes.
- Advanced skill in providing positive reinforcement and motivational incentives.
- Advanced skill in evaluating learner performance and reporting evaluation information.
- Advanced skill in use of various media and sophisticated classroom AV equipment.
- Advanced skill in operating standard office equipment and using required software applications.
- Ability to communicate effectively, both orally and in writing.
- Ability to work collaboratively within a team environment.
- Ability to maintain currency in sales and industry issues, procedures, training techniques and methodologies.
- Ability to establish and maintain effective working relationships.
- Ability to incorporate needs, wants, and goals from different business unit perspectives in training programs.
- Ability to attend to detail while maintaining a big picture orientation.
- Ability to read, interpret, analyze, and apply information from evaluations of training programs.
- Ability to interpret and apply policies and identify and recommend changes as appropriate.
- Ability to work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
- Ability to handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Candidates that have already obtained the Series 7.
Company Overview
- Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors. It was founded in 1962, and is headquartered in Atlanta, Georgia, USA, with a workforce of 10001+ employees. Its website is http://www.raymondjames.com.
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