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Branch Manager-Portland, OR - Portland Oregon

Company: Raymond James Financial
Location: Portland, Oregon
Posted On: 01/26/2025

Job Description - Branch Manager-Portland, OR (2403307)Job SummaryOversee the day-to-day operations of a Raymond James & Associates (RJA) retail branch. May service clients in his/her own book of business.Essential Duties and Responsibilities

Attracts, selects, orients, trains, and retains Financial Advisors (FAs) and support staff.

Continually evaluates branch structure and strategic plan, including future growth as needed, to promote overall efficiency and profitability while maintaining a commitment to excellent service.

Responsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures.

Supervises daily trading and other office activities.

Documents and resolves client complaints.

Performs reviews of client accounts.

Develops and implements plans to meet office sales goals.

Facilitates sales promotion activities such as seminars and luncheons/dinners.

Develops and monitors office revenue and expense budgets.

Informs FAs about new products and RJA managed underwritings.

Participates in community affairs as a representative of the firm.

Performs other duties and responsibilities as assigned.QualificationsKnowledge, Skills, and AbilitiesKnowledge of

Company's working structure, policies, mission, strategies, and compliance guidelines.
Economic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.
Legal requirements and federal and state regulations related to employment.Skill in
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Preparing and delivering clear, effective, and professional presentations.
- Identifying the needs of customers through effective questioning
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