Senior SBL Credit Solutions Advisor

About the Role

Provide tailored financial services to clients, including consulting on financial requirements, recommending suitable products and services, and developing loan packages. Maintain client accounts, identify potential clients, and assist in wealth management.

Responsibilities

• Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies and multinational corporations.
• Set clear objectives for each sales call; develop and make presentations tailored to the known interests, needs, issues, and concerns of decision-makers and influencers within the client organization.
• Gather and analyze relevant information; gain agreement to a statement of client requirements.
• Develop and implement relationship management plans for complex existing client accounts to identify and build relationships with relevant decision-makers and influencers, enabling 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.
• Create a business development plan to identify, evaluate, and structure key transactions (e.g., alliances, collaborations, mergers and acquisitions, in- and out-licensing initiatives) to ensure continued financial health and maximum value creation through the entire product life cycle.

Skills

• Manage clients and accounts to the mutual benefit of the client and organization.
• Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
• Accurately identify and understand the key buying influences pertaining to an opportunity.
• Orient the organization around delivering to the key needs of clients.

Requirements

• Bachelor’s degree in Accounting, Business Administration, or Finance.
• 6 to 10 years of general work experience.
• Hybrid workstyle.
• Travel less than 25%.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Pay

The total compensation for this position includes base salary or wages and may include additional components such as cash or equity, discretionary bonuses, or commissions.

Company Values

At Raymond James, associates use five guiding behaviors to deliver on the firm's core values of client-first, integrity, independence, and a conservative, long-term view:

• Develop: Grow professionally and inspire others to do the same.
• Collaborate: Work with and through others to achieve desired outcomes.
• Decide: Make prompt, pragmatic choices with the client in mind.
• Deliver: Take ownership and hold themselves and others accountable for delivering results that matter.
• Improve: Contribute to the continuous evolution of the firm.

The company honors, values, and respects the uniqueness, experiences, and backgrounds of all associates as part of its people-first culture.