Complex Manager

2 weeks ago

St Louis, United States Raymond James Financial, Inc. Full time

Job Description**Job Summary**Oversee the day-to-day operations of multiple Raymond James & Associates (RJA) retail branches that are combined to form a functional group. May service clients in his/her own book of business.**Essential Duties and Responsibilities**+ Assists Resident Manager at each branch with the following activities:+ Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff.+ Supervises daily trading and other office activities.+ Resolves client complaints.+ Performs reviews of client accounts.+ Develops and implements plans to meet office sales goals.+ Facilitates sales promotion activities such as seminars and luncheons/dinners.+ Develops and monitors office revenue and expense budgets.+ Informs FAs about new products and RJA managed underwritings.+ Continually evaluates complex structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service.+ Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures.+ May service clients in his/her own book of business.+ Participates in community affairs as a representative of the firm.+ Performs other duties and responsibilities as assigned.**Knowledge of**+ Company's working structure, policies, mission, strategies, and compliance guidelines.+ Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.+ Legal requirements and federal and state regulations related to employment.**Skill in**+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.+ Preparing and delivering clear, effective, and professional presentations.+ Identifies the needs of customers through effective questioning and listening techniques.**Ability to**+ Continuously learn investment products, industry rules and regulations, and financial planning.Provide a high level of customer service.+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.+ Articulate reasons behind decisions.+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.Establish and maintain effective working relationships with others.+ Identify problems, gather facts, and develop solutions.**Education/Previous Experience**+ Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm, or an equivalent combination of experience, education, and/or training as approved by Human Resources.**Licenses/Certifications**+ SIE required provided that an exemption or grandfathering cannot be applied.+ Series 7 and 9 & 10 (or 8) required.+ Series 63 & 65, or 66 as required by state.+ Life, Health, and Variable Annuity Insurance Licenses.+ NFA Commodities License required if any commodities trading is done in the branches.

  • Complex Manager

    2 weeks ago

    St Louis, United States Raymond James Financial Full time

    Job Summary. Oversee the day-to-day operations of multiple Raymond James & Associates (RJA) retail branches that are combined to form a functional group. May service clients in his/her own book of business. Essential Duties and Responsibilities. Assi Manager, Sales Supervisor, Industry, Accounting, Financial Planning, Management, Regulatory

  • (USA) Store Lead

    3 weeks ago

    St. Louis, United States Walmart Full time

    Store Lead (Complex)Directs and guides members of management and hourly associates on proper customer service approaches and techniques by modeling excellent customer service for example tour to teach ensuring customer needs complaints and issues are successfully resolved within company guidelinesand standards building relationships with associates to ensure...

  • (USA) Store Lead

    2 weeks ago

    St Louis, United States Walmart Full time

    Position Summary... What you'll do... Directs and guides members of management and hourly associates on proper customer service approaches and techniques by modeling excellentcustomer service for example tour to teach ensuring customer needs complaints and issues are successfully resolved within company guidelinesand standards building relationships with...

  • Complex Care Manager, RN

    1 day ago

    St Paul, United States Bluestone Physician Services Full time

    Complex Care Manager Bluestone Physician Services delivers great outcomes by bringing exceptional care to patients living with complex, chronic conditions and disabilities. Our unique, robust model of care goes beyond primary care services our multidisciplinary care teams collaborate with patients, their families and other healthcare providers to deliver...

  • Complex Care Manager, RN

    8 minutes ago

    St Paul, United States Minnesota Staffing Full time

    Complex Care Manager Bluestone Physician Services delivers great outcomes by bringing exceptional care to patients living with complex, chronic conditions and disabilities. Our unique, robust model of care goes beyond primary care services our multidisciplinary care teams collaborate with patients, their families and other healthcare providers to deliver...

  • Complex Care Manager, RN

    21 hours ago

    St Paul, MN, United States Bluestone Physician Services Full time

    Bluestone Physician Services delivers great outcomes by bringing exceptional care to patients living with complex, chronic conditions and disabilities. Our unique, robust model of care goes beyond primary care services — our multidisciplinary care teams collaborate with patients, their families and other healthcare providers to deliver care that is...

  • Senior Field Supervision Director- Complex Products Supervision

    3 weeks ago

    St Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • RN Specialist Complex Case Manager

    3 days ago

    St Paul, United States Minnesota Staffing Full time

    RN Specialist Complex Case Manager At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who share our vision of transforming healthcare. If you are ready to make a difference, join us. The Impact You Will Have: Utilizing key...

  • RN Specialist Complex Case Manager

    2 days ago

    St Paul, MN, United States Minnesota Staffing Full time

    RN Specialist Complex Case Manager At Blue Cross and Blue Shield of Minnesota, we are committed to paving the way for everyone to achieve their healthiest life. We are looking for dedicated and motivated individuals who share our vision of transforming healthcare. If you are ready to make a difference, join us. The Impact You Will Have: Utilizing key...

  • Complex Care Manager, Social Worker

    20 hours ago

    St Paul, MN, United States Bluestone Physician Services Full time

    Bluestone Physician Services delivers great outcomes by bringing exceptional care to patients living with complex, chronic conditions and disabilities. Our unique, robust model of care goes beyond primary care services — our multidisciplinary care teams collaborate with patients, their families and other healthcare providers to deliver care that is...