Job Description
Responsibilities:
- Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often including adapting existing materials to fit existing needs; and/or providing pathways to successful initiative completion.
- Supports execution of established marketing plans through effective internal (agency) and external (client) communications and/or project management
- May coordinate the organization, maintenance, and updating of the client, investment products, department offerings, and service information on the organization’s intranet system.
- Contributes to the development of tutorials, best practices, and documentation for internal/departmental and/or external/client reference.
- Provides basic consulting to clients in order to resolve immediate questions and/or requests
- Identifies opportunities to respond to advisor requests, research, prepare, and track responses.
- Manage intake process for projects; build and execute project plans.
- Conducts basic marketing research and compiles project results and insights as assigned.
- Coordinates the creation and production of marketing and communications materials (including copy, layout, Web design, and/or audio/visual material) through the internal marketing agency.
- Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests.
- May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency.
- Assists marketing leadership with special projects related to timely business needs
- Performs other duties and responsibilities as assigned.
Skills
- Principles and practices of customer relations, marketing, and communications.
- Basic concepts, practices, and principles of project management methodology, including project management, analysis, administration, and documentation.
- Fundamental investment concepts, practices, and procedures used in the securities industry.
- Creating and maintaining project documentation and communications.
- Coordinating projects, communicating changes and progress, and completing projects on time and budget.
- Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively; strong writing and analytical skills.
- Demonstrating accuracy and thoroughness while applying feedback to improve performance.
- Completing tasks on time or notifying the appropriate stakeholder with an alternate plan.
- Collecting, researching,g and analyzing data.
- Exercising judgment and self-direction to independently complete projects and tasks.
- Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, database, and internet reference service applications.
- Conducting research using the Internet and other resources, compiling results, and preparing reports.
Education
Bachelor’s: Business Administration, Bachelor’s: Digital Communications and Media/Multimedia, Bachelor’s: Marketing
Work Experience
Manager Experience - 0 to 3 months
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.
