Campus Pride Jobs

Job Description

Job Summary

Under minimal supervision, utilizes knowledge and skills gained through education and experience to

lead the advisor/client experience regarding lending products including Securities Based Lending,

Mortgage, Tailored Lending and Margin. The scope of the advisor/client experience covers the end-toend

experience including process, technology, communications with a constant focus on improving the

experience and perception of the products. This role will collaborate with senior management and

product management regarding strategy to include assessing options and decisions around the

advisor/client experience. Additionally, this role will work with product management and partners at the

firm on implementation and change management efforts. This role will lead the integration of

enhancements to advisor/client facing firm/Private Client Group applications. This role will encompass

both tactical and longer-term enhancements/efforts to improve the experience for both clients and

advisors.

Essential Duties and Responsibilities

• Leads advisor/client experience strategy. Collaborates with senior leadership and product

management in assessing options and decisions around advisor/client experience strategies.

• Leads the creation of a plan for advisor/client experience to include self-service capabilities, lending

visibility, front end experience of loan application and service requests. Partners with product

management on the design and implementation of such strategies and enhancements which may be

longer term/strategic or tactical in nature.

• Leads integration, enhancements, and maintenance of advisor/client facing firm apps (Client Center,

Client Access, GPM, Practice Center, FA Alerts, etc.). This includes strategy, business requirements,

testing, and implementation.

• Focuses on Private Wealth experience (high-net-worth clients). On point with firm initiatives from

service standpoint.

• Leads advisor/client survey process, reporting, identifying trends, and addressing solutions in

partnership with product management teams.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Construction Management

Work Experience

General Experience – 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

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