Under limited direction, leads tactical implementations and oversees plan development for campaigns for business units, financial advisors and other internal clients. Makes recommendations based on understanding of industry and competitive environment for smaller accounts within Marketing. Serves as the liaison between smaller accounts and the department to ensure that proper branding, communications and production goals are met. May lead small projects with minimal scope or impact.
Essential Duties and Responsibilities
Supports client relationships and overall management of assigned business units or financial advisorsremainingboth proactive in delivering added value to clients and responsive to meeting needs.
Accountable for developing and building client relationships.
Meets with a small range of individuals and business units throughoutcompanyto promote the strategic services of the Marketing Department.
Researchesstrategic concepts and develops programs – in essence, serving as strategic businesspartnerto assigned major accounts.
Interprets market research data and makes actionable business decisions.
Provides recommendations to clients on brand and businessobjectives
Develops andmonitorstactical initiatives that support clients’objectivesand strategies.
Establishes,administersandmonitorstimelines and budgets for clients at the account level.
Manages day-to-day account activities including contacting clients,monitoringdailyworkflowand overseeing projects.
Works with sub-department managers and traffic management specialists to oversee production by managing cross-functional teams for projects and day-to-day partner success.
Coordinates creative elements of tactical initiatives and, together withcreativeteam, present concepts todepartment’sclients
Writes sales materials – creating original concept, drafting,editingand proofing content.
Performs other duties and responsibilities as assigned.
Knowledge of
Advanced Knowledge of:
Marketing process and overall business knowledge sufficient to develop marketing strategies within the organization on inter-departmental, corporate, business-to-business, and/or client levels.
Industry trends with the ability todetermineand convey their potential impact upon various clients.
Creative production processes.
Skill in
Organizational, planning and time management skills – as well as a “roll up the sleeves” mentality – sufficient to independently oversee multiple projects from start to completion.
Excellent written and oral communication skills, as well as strong interpersonal skills.
Proven negotiation, conflictresolutionand relationship management skills
Operating standard office equipment and using required software applications.
Ability to
Interact with management at all levels.
Analyze and problem solve, withdemonstratedability to develop solutions against findings.
Lead work groups on a daily basis, utilizing leadership skills.
Work with a wide range of constituencies in a decision-making framework.
Work in a client-focused and team-based environment.
Be a creative thinker and have an entrepreneurial mindset. Work in a dynamic, growing environment.
Education
Bachelor’s: Communications, Bachelor’s: Finance, Bachelor’s: Marketing
Work Experience
General Experience - 7 to 12 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
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. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
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Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023).
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
