Job Summary

The Relationship Manager helps to drive the development and execution of the Longevity Planning strategic plan. The overall strategy is to ensure that all RJ FAs are equipped to help their clients prepare for retirement and financial implications of increasing lifetime expectancies, sometimes referred to as “the new longevity”. The Longevity Planning team is responsible for educating our FAs about the implications of longevity, particularly as it relates to aging, caregiving, and managing the transition to older age. The Longevity Planning team also works with outside resources and internal departments to help FAs prepare their clients around financial planning, risk management and legacy planning.

Directly interfacing with financial advisors on a regular basis, provides direction and support for organization’s longevity planning initiative to ensure they meet advisor, client, and organizational needs. Develops and implements resources that advance the financial advisor-client relationship and planning engagements. Under limited direction and with a high level of autonomy, uses knowledge and skills obtained through education and experience to identify, analyze, and consult on longevity- and planning-related needs of financial advisors, clients and prospects. Serves as the primary point of contact for financial advisors and their teams. Leads major projects and programs that may involve other departments and third-parties.

Essential Duties and Responsibilities

• Assist with and take on assigned responsibilities within the longevity planning strategy and relationship management of third parties.

• Drives growth of the longevity planning resources and related materials.

• Research and provide subject matter expert recommendations for new longevity planning resources.

• Manage regular reporting as it relates to the usage and adoption of longevity planning resources by RJ FAs.

• Collaborate and take the lead on relationships with internal partners and external longevity strategic relationships to develop and manage Longevity Planning Summit agenda and logistics.

• Support financial advisors and their teams by ensuring their understanding of longevity planning resources and how they can build client relationships.

• Consult with wide range of individuals and business units throughout company to promote the resources of the Longevity Planning team, including partner firms, advisors, and internal departments.

• Develops and delivers targeted educational programs to increase advisor knowledge of longevity planning resources.

• Directs projects that increase advisor engagement, awareness and understanding of longevity planning.

• Recommend and lead implementation of new projects or initiatives to enhance the longevity planning offering based on business objectives.

• Manage relationship with Marketing Data Insights team and Wealth Planning data team to ensure longevity planning reports are accurate and up to date.

• Research and share relevant news on the competitive landscape of longevity planning in financial services.

• Create presentations and present on webinars, in meetings, at client events and at conferences as assigned.

• With guidance from the Director, manage the Longevity Advisory Board, capture advisor feedback and anticipate future advisor and client needs.

• Manage Longevity Advisory Board SharePoint site and sharing of resources and best practices.

• Proactively promote longevity planning resources to financial advisors and their teams through targeted outreach and collaboration with Wealth Planning marketing team.

• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities
Knowledge of

• Industry best practices as it relates to aging and “the new longevity”.

• Understanding and ability to identify industry trends to determine and convey potential impact upon the longevity planning strategy and business.

• Financial services industry.

• Advanced concepts, practices, and procedures of financial advisor/client engagement.

• Advanced principles and practices of relationship management.

• Basic principles and practices of marketing.

Skill in
· Exceptional interpersonal and customer service skills.

• Assess complex problems, develop and evaluate options, and implement solutions.

• Communicate effectively, both verbally and in writing, to address all levels of organization.

• Build effective relationships with all levels of home office and financial advisor teams.

• Influence others and outcomes.

• Ensure effective coordination and collaboration between and among groups.

• Implement processes and procedures for efficient and timely workflow.

• Operating standard office equipment and using required software applications.

Ability to
· Demonstrate critical thinking regarding the future growth and development of longevity planning strategy.

• Identify and navigate through changing trends impacting the industry and organization.

• Lead strategic initiatives and campaigns.

• 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.

• Balance conflicting priority demands.

• Partner with other functional areas to accomplish objectives.

• Resolve complex challenges, independently analyze information, and make recommendations based on analysis.

• Provide a high level of customer service.

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.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.