Manager, Operations | New Accounts
Responsibilities
- Oversee an operational area with guidance from senior colleagues.
- Manage day-to-day service operations, developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues.
- Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to 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.
Qualifications
- Works at an advanced level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.
- Operates as a recognized expert to deliver required services to clients to the required standards. Typically known as a subject matter authority.
- Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve higher efficiencies. Typically works independently and provides guidance.
- Works at an advanced level to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Typically works independently and provides guidance.
Skills
- SIE required or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
- Series 99 required, or ability to obtain within 120 days (as required by FINRA).
- Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
Licenses/Certifications
- SIE required or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied.
- Series 99 required, or ability to obtain within 120 days (as required by FINRA).
Education
- High School (HS) (Required)
Work Experience
- General Experience - 6 to 10 years
- Manager Experience - 3 to 6 years
Workstyle
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Critical Illness Insurance and Accident Insurance
- Disability Benefits
- Retail Savings
- Paid Time Off (including vacation, holidays, and sick leave)
- Parental Leave
Company Culture
- 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
Equal Opportunity Employer
At Raymond James, we are committed to creating a diverse environment and encourage all qualified applicants to apply. We are an equal opportunity employer and make all employment decisions on the basis of merit and business needs. We do not discriminate on the basis of race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by law.