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Financial Institutions Division - Assistant Division Director - South Region

executive
Other
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Quick Summary

Key Responsibilities

• Regularly and proactively contacts existing clients, in person, via email and/or the phone,

Requirements Summary

Knowledge of:• Company’s working structure, policies, missions, strategies, and compliance/supervision guidelines.• Concepts,

Technical Tools
Other

Job Description Summary

Supports the client relationship management function in a financial company. Expert individual contributor that supports strategic client accounts. Focus on driving client loyalty, managing escalations, and growing the client relationships. Works closely with service, trading, executive management, technology, and other internal subject matter experts to resolve client concerns. Identifies opportunities to utilize company resources to capture assets and maintain profitability standards.

Job Description

Responsibilities

~1 min read

Requirements

~1 min read

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 license required.
• Series 65 or 66 required or ability to obtain within 90 days.
• Series 9/10 or 24 required or ability to obtain within 90 days

Life and Health licenses preferred

Education

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

Work Experience

General Experience - 6 to 10 years

Certifications

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. 

#LI-TG1

Location & Eligibility

Where is the job
Not specified
Location terms not specified

About this job

Posted
Today
Employer
has 376 open jobs on Jobera.

Listing Details

Posted
November 11, 2026
First seen
November 11, 2026
Last seen
November 11, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
49%
Scored at
November 11, 2026

Signal breakdown

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Financial Institutions Division - Assistant Division Director - South Region