Branch Manager-Portland, OR

Company: Raymond James Financial
Location: Portland
Posted on: November 17, 2024

Job Description:

Job Description - Branch Manager-Portland, OR (2403307)Job SummaryOversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business.Essential Duties and Responsibilities

• Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff.
• Continually evaluates branch 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.
• Supervises daily trading and other office activities.
• Documents and 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.
• Participates in community affairs as a representative of the firm.
• May service clients in his/her own book of business.
• Performs other duties and responsibilities as assigned.QualificationsKnowledge, Skills, and AbilitiesKnowledge 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
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