Manager, PCGS

Job Summary:

Under limited supervision, uses knowledge and skills obtained through experience and training to manage associates within an assigned functional area(s) of Private Client Group Services (PCGS). Leads defined work or projects of moderate scope and complexity. Resolves escalated issues and problems as they relate to the transition process. Extensive contact with internal and external customers may be required to identify, research, analyze, and resolve issues.

Essential Duties and Responsibilities:

• Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; interviewing and selecting staff. 

• Coaches and mentors associates, identifies training needs and approves development plans.

• Interprets, applies, documents and recommends changes to organizational policies and procedures.

• Contacts financial advisors and branch managers to pro-actively identify needs.

• Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.

• Solicits feedback on team performance, addresses areas of opportunity with staff, and follows up with branches as needed; identifies trends and implements corrective action as necessary.

• Performs periodic reporting on work progress, project completions and additional ad-hoc reporting as required.

• Ensures effective coordination occurs between assigned functional area and other areas.

• Balances conflicting resource and priority demands.

• Uses financial data and performance indicators to establish control mechanisms and other improvement initiatives, and ensures quality standards are consistently attained or exceeded.

• May prepare and present operational budgets for assigned functional area.

• Acts as a liaison between the PCGS Department, other departments and outside vendors.

• Provides department updates on changes in products and/or services.

• Documents and maintains records of FA issues: including the problem, resolution and related communication.

• Arranges branch visits to both local and regional offices.

• May review and approve applications for branch cashiering.

• May participate in Home Office Visits.

• May oversee the technology coordination for all new RJA offices.

• Constantly remains aware of firm and industry current events and best practices.

• Performs other duties and responsibilities as assigned.

Qualifications

Raymond James Guiding BehaviorsAt 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 firmAt 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.

Job

Operations

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