Part-Time Senior Practice Marketing Associate (Frisco, TX)

Job Description Summary

Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist financial advisors with client development efforts managing the overall efficiency of their practice. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects.

Job Description

Job Summary

Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist financial advisors with coordinating and leading marketing initiatives and community outreach efforts to promote and brand the practice. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects.

Essential Duties and Responsibilities

• Assists with the execution of client focused marketing strategies, maintaining and expanding referral sources including the coordination of target marketing campaigns.

• Assists in the design and management of the social media and internal marketing platforms for the practice.

• Research marketing/prospect opportunities to include business/professional associations, community organizations, speaking engagements, seminars and articles submission for publication.

• Acts as a liaison for all projects with the Marketing and Compliance Depts to develop marketing concepts that align with business strategy and brand positioning.

• Designs, customize and distributes marketing materials, on-going client communication, event invitations, marketing/communication campaigns, pitchbooks and newsletters.

• Coordinates and executes client/prospecting events, seminars and large scale community events for the practice to include planning, scheduling, speaker selection through vendor relationships, room set-up, menu, A/V requirements, giveaways and marketing initiatives.

• Maintains client relationship management system prospective client information gathered from events, referrals and internal marketing platforms.

• Coordinate efforts to gather data and assist Financial Advisors in preparing responses to requests for client proposals.

• Assist Financial Advisors with on-site presentations to clients and prospects.

• Calls and/or sends prospective and existing clients introductory letters offering services or inviting them to presentations.

• If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients, and may assist with client prospecting

• Performs other duties and responsibilities as assigned.

Knowledge of

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

• Advanced investment concepts, practices and procedures used in the securities industry.

• Client relations management tools.

• Financial services news and data resources.

• Principles and practices of marketing and client relations management tools

• Financial services news and data resource tools

• General website design and management of various social media platforms

Ability to

• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.

• Gather, compile and update information and maintain client relations management tool.

• Prepare and deliver clear, effective and professional presentations.

• Identify the needs of customers through effective questioning and listening techniques.

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

• Continuously learn investment product.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, within all organizational levels.

• Keep all appropriate parties up-to-date on decisions, changes and other relevant information.

• Establish and maintain effective working relationships with others.

• Provide high level of customer service.

• Self-motivated and able to work independently as well as within a dynamic team environment.

Education/Previous Experience

• Associates degree and a minimum of two years marketing experience in a financial services environment or related work experience preferred, or any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

• FINRA Series 7 Preferred

• SIE required provided that an exemption or grandfathering cannot be applied.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

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.