PCB Education & Engagement Coordinator

Job Description Summary

Under general supervision, use skills obtained through education and training to support and implement sales enablement efforts, projects, and communication plans for the Sales team within Private Client Banking (PCB). PCB supports financial advisors and clients by providing various lending and cash solutions including securities based lending, structured lending, mortgage, and margin. Work in a dynamic team environment to distribute educational resources and communication plans that support product initiatives and campaigns. Assist in creating and updating Sales team collateral and coordinating conferences/events materials and logistics. Support the Sales team efforts through data input, analysis, and reporting. May also provide a wide variety of administrative and support services.

Essential Duties and Responsibilities

• Supports PCB and Cash Solutions team members and subject matter experts to ensure sales efforts are coordinated and consistent to the individual product areas, PCB as a whole, and the firm.
• Creates and maintains dashboards and other reporting to track the effectiveness of Sales team efforts.
• Maintains data and performs routine analyses and calculations involved in preparing recurring team reports.
• Under general oversight, participates in the creation of Sales team materials to support the varied needs and other educational resources for broad initiatives.
• Project management support.
• Provides support for sales initiatives by coordinating the production and distribution of PowerPoint presentations, reports, and internal sales communications.
• Coordinates and performs a range of operational support activities to support Sales team initiatives.
• Schedules and coordinates meetings, events, and other similar activities, which may include coordinating travel and lodging accommodations.
• Maintains promotional item inventory and is responsible for distribution for conferences and events.
• Oversees the distribution of product education and marketing literature and maintains sales team communication hub.
• Conducts basic market research and compiles results for projects, as assigned.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Principles and practices of sales enablement , client relations, marketing, and communications.
• Basic fundamental investment concepts, practices, and procedures used in the securities industry.

Skill in

• Organizing, managing, and executing on objectives with general oversight, a strong attention to detail, a high level of professionalism.
• Gathering and analyzing information from multiple sources.
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Time management skills and a “roll up the sleeves” mentality.
• Operating standard office equipment and using required software.

Ability to

• Review and analyze data for dashboards
• Communicate effectively, both orally and in writing.
• Interact with management at all levels.
• Meet deadlines while attending to detail and maintaining a big picture orientation.
• Be a creative thinker and have an entrepreneurial mindset.
• Multi-task in a dynamic, growing environment.
• Work independently as well as collaboratively within a team environment

Bachelor’s: Communications, Bachelor’s: Finance, Bachelor’s: Marketing

General Experience - 4 to 6 months

Travel

Less than 25%

Workstyle

Hybrid

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. 

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