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Job Description

Job Summary

Under general direction with a high level of autonomy, the Senior Manager, Conference & Engagement Strategy will coordinate the development and implementation of educational programs and content for the Investment Banking / PCG partnership, along with our conference and event participation calendar.

The role is responsible for leading projects, reporting processes, and event management with significant business impact involving cross-functional departments.

The successful candidate will work in partnership with Investment Banking Senior Management and RJF Marketing & Events to influence proper positioning, branding, and deployment of the IBex program, initiatives, and concepts. In order to do so, this individual needs to be a strong multi-tasker, capable of matching educational programming and messaging to a diverse range of conference and speaking events – both internal and external facing. This position will also be tasked with capturing and maintaining all data analytics associated with the IBex program’s impact to advisor practice growth, net new asset growth, and overall impact to the firm’s recruiting and HNW reputation.

Essential Duties and Responsibilities

+ Lead the planning and coordination of IBex programs, national/regional conferences, financial advisor and business owner events, branch presentations, advisory councils, and other firm recruiting functions.

+ Creates enhancements to advisor referral process, including evaluation and development of a database to enhance reporting, review trends, and provide additional business insights.

+ Develops and deepens strategic relationships at a firm level to promote and integrate key growth initiatives for the Investment Bank.

+ Education content maintenance in line with RJF Marketing objectives.

+ Balances conflicting resource and priority demands.

+ Recommends changes to organizational processes as needed.

+ Incorporates Service first philosophy in product and service deliveries.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Principles, practices, concepts and procedures of investment banking and financial markets and products.

+ Advanced knowledge of Financial Advisor practices and Wealth Management industry.

+ Reporting and database process development and maintenance.

+ Marketing and educational material development.

+ Conference and event planning.

Skill in

+ Developing and planning of education initiatives and managing projects from inception to implementation.

+ Coordinating and maintaining protocol over Investment Banking, professional partner, and financial advisor events.

+ Effective prioritization and time management skills.

+ Cultivating and maintaining effective working relationships at all levels of the organization.

+ Outstanding oral and written communications.

+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

+ Work independently, as well as in a team environment.

+ Identify required tasks, develop timelines and execute.

+ Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

+ Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.

Educational/Previous Experience Requirements

• Bachelor’s Degree from four-year college or university with a minimum of five (5) years’ experience in banking or financial services.

• Any equivalent combination of experience, education, and/or training approved by HR.

**Travel Required:** Yes, 15% of the time

Education

Bachelor’s: Business Administration (Required), Bachelor’s: Digital Communications and Media/Multimedia (Required), Bachelor’s: Marketing (Required)

Work Experience

Manager Experience - 10 to 15 years

Certifications

Travel

Workstyle

Hybrid

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.