Practice Management Consultant

Branch Financial Services Specialist

A specialist in the field of Branch Financial Services. Knows how to apply theory and put it into practice with an in-depth understanding of a specific area. Independently performs the full range of responsibilities within the role.

Under limited supervision, uses specialized knowledge and skills obtained through experience, education and / or training to deliver complex specialized groups training / workshops and personalized coaching services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of fundamental scope and complexity, as well as serve as a technical training advisor to advisory teams. May provide comprehensive solutions to complex problems or needs. Delivers personalized one on one and team coaching, group coaching, and consultations to advisory teams on practice and business management issues. Evaluates end results for established goals and objectives. Maintains consistent contact with advisory teams to identify, research and resolve business management, training & development opportunities. Provides technical leadership for work teams in specialized functional or process areas. Implements coaching programs, projects, or processes for a major segment of a complex function or a small diverse business. Assists advisory teams in identifying and implementing processes to ensure consistent client experience offering with results measured by tracking key metrics to ensure effectiveness of programs.

Essential Duties and Responsibilities

• Coach and mentor experienced and new financial advisors, branch associates, and branch managers
• Provides, executes, and tracks success of personalized team coaching, group coaching, practice management events / workshops, and advisor consultations
• Primary focus on (1) Sales (identifying revenue opportunities and forecasting), (2) Marketing (client acquisition techniques), (3) Client Service Standards (implementation, workflow development and CRM automation), and customizing personalized (4) Professional Development tracks for branch personnel.
• Promote branch manager / advisor development and execution of practice management plans through various educational offerings.
• Promote development and facilitate implementation of branch support staff practice management (proactive and reactive) service strategies.
• Conduct branch consultations and practice management assessments by request of advisors and PCG management.
• May present in front of large and small groups for conference and event presentations, workshops and study groups.
• Analyzes and develops training needs and creates and develops solutions for engaged practices.
• Participates in development programs to increase training support.
• Reviews performance and evaluates results achieved by coaching clients.
• Balances conflicting resources and priority demands.
• Will provide feedback to branch managers on coachee progress during individual and group coaching programs.
• Prepares and delivers written and oral presentations to various levels in the firm.
• Supports promotional activities of the department and dissemination of practice management materials.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

Skill in

Ability to

Educational / Previous Experience Requirements

Licenses / Certifications

Salary Range $100,000.00-$130,000.00

Travel Up to 50%

Workstyle Remote

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.