Account Manager

Job Description Summary

Manage the organization’s websites and social media accounts, ensure consistent branding, generate sales leads or donor prospects, conduct competitive analysis, and assist with content creation.

Job Description

Job Summary:

Join a dynamic team where you'll lead the charge in shaping the personal brands and marketing plans of financial advisors. As a trusted consultant and strategic partner, you'll help advisors define their voice, amplify their message, and grow their business. If you're passionate about collaboration, creativity, and making a real difference, this is your opportunity to lead and inspire. Come be a part of an organization where good people come to grow.

Essential Duties and Responsibilities:

• Supports client relations and is responsible for the overall management of assigned business units, remaining both proactive in delivering added value to clients and responsive to meeting needs.
• Accountable for developing and building client relationships at all levels for the department.
• Meets with wide range of individuals and business units throughout company to promote the strategic services of the Marketing Department.
• Researches strategic concepts and develops programs – in essence, serving as strategic business partner to assigned major accounts.
• Interprets market research data and makes actionable business decisions.
• Provides recommendations to clients on brand and business objectives.
• Develops and monitors tactical initiatives that support clients’ objectives and strategies.
• Establishes, administers and monitors timelines and budgets for clients at the account level.
• Manages day-to-day account activities including contacting clients, monitoring daily workflow and overseeing projects.
• Works with sub-department managers and traffic management specialists to oversee production by managing cross-functional teams for projects and day-to-day partner success.
• Coordinates creative elements of tactical initiatives and, together with creative team, present concepts to department’s clients.
• Writes sales materials – creating original concept, drafting, editing and proofing content.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Marketing process and overall business knowledge sufficient to develop marketing strategies within the organization on inter-departmental, corporate, business-to-business, and/or client levels.
• Industry trends with the ability to determine and convey their potential impact upon various clients. 

Skill in:

• Organizational, planning and time management skills – as well as a “roll up the sleeves” mentality – sufficient to independently oversee multiple projects from start to completion.
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Proven negotiation, conflict resolution and relationship management skills
• Operating standard office equipment and using required software applications.

Ability to:

• Interact with management at all levels.
• Lead work groups on a daily basis, utilizing management competencies and leadership skills.
• Work with a wide range of constituencies in a decision-making framework.
• Work in a client-focused and team-based environment.
• Be a creative thinker and have an entrepreneurial mindset.
• Work in a dynamic, growing environment.
• Understanding of creative production processes.

Licenses/Certifications:

• None Required.          

Education

Bachelor’s: Digital Communications and Media/Multimedia, Bachelor’s: Marketing

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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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