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Job Description

Under general direction with a high level of autonomy, the Advisor Engagement & Strategy Coordinator will oversee our advisor engagement initiatives, coordinate impactful events, and maintain data analytics. This role is ideal for someone who is a strong multi-tasker, highly organized, detail-oriented, and effective communicator. The Advisor Engagement & Strategy Coordinator will play a key role in enhancing advisor experiences, optimizing team workflows, and delivering insights that shape our engagement strategies.

Advisor Engagement Strategy

+ Develop and execute strategies to educate and inform advisors via in-person and virtual events

+ Serve as a liaison with Marketing to ensure alignment of goals and communication

+ Create and manage engagement plans tailored to advisor target audiences and business objectives

+ Assist with presentation creation to ensure messaging and brand consistency

Event Planning & Execution

+ Plan and execute advisor-focused events including webinars, regional roadshows, and conferences

+ Coordinate event participation for events hosted by other RJ departments

+ Manage event logistics, fund manager participation, and promotional tactics

Team Organization & Support

+ Act as a central point of coordination for regional teams involved in advisor engagement

+ Maintain team calendar, project timelines, track deliverables, and ensure accountability across stakeholders

+ Support internal communications and documentation to streamline team operations

Data Collection & Analysis

+ Capture and maintain advisor engagement data analytics associated with virtual and in-person events

+ Analyze advisor engagement metrics to identify sales impact and growth opportunities

+ Assist with target audience list creation and quarterly reporting metrics

Qualifications:

+ Bachelor’s degree in Business, Communications, Marketing, or a related field

+ Minimum 5 years of experience in engagement strategy, event planning, or project coordination

+ Excellent communication, organizational, and interpersonal skills

+ Work independently, as well as in a team environment

+ Ability to manage multiple projects simultaneously in a fast-paced environment

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

+ outcomes

Travel Required:

+ Yes, 15% of the time

Education

Bachelor’s: Business Administration

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

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.

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