• SALARY:NONE
  • Beachwood, Ohio

Beachwood, Ohio

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Complex Manager- Cleveland/Columbus, OH-2303898

Description

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.

Job Summary

Assists Resident Manager at each branch with the following activities

Essential Duties and Responsibilities

Qualifications

Company's working structure, policies, mission, strategies, and compliance guidelines.

Knowledge, Skills, and Abilities

Knowledge of

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

Skill in

Continuously learn investment products, industry rules and regulations, and financial planning.

Ability to

Bachelor's degree (B.A.) from four-year college or university, and a minimum of three (3) years experience in a financial services firm.

Educational/Previous Experience Requirements

Education/Previous Experience

Licenses/Certifications

Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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

Wealth management

Primary Location

US-OH-Beachwood

Organization

Northern

Schedule

Full-time

Shift

Day Job

Travel

Yes, 10 % of the Time#LI-AC1