Manager, PCB Education & Engagement - RJ Bank

Manager, PCB Education & Engagement - RJ Bank

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Under general direction with a high level of autonomy, independently uses specialized knowledge and skills to lead major educational content initiatives, sales enablement resources, and strategic engagement programs for the Private Client Banking (PCB) Sales team, while strategically positioning PCB within firm initiatives and projects. Leads or oversees projects, programs or processes with significant business impact involving cross‑functional teams. Responsible for managing PCB educational programs end‑to‑end, including event coordination and content development, and for owning and executing projects and communication plans that have significant business impact across cross‑functional teams.

Working in a dynamic team environment, this role directs and implements education and engagement campaigns, builds and delivers educational resources and communication strategies, creates advisor and client‑facing collateral, and oversees the coordination of conferences and events, among other strategic initiatives. Success requires specialized knowledge and skills acquired through education and experience, as well as the ability to work independently and lead complex initiatives with minimal supervision.

• Manages associates on the Education & Engagement team.
• Partners and coaches PCB and Cash Solutions team members, and works with product area subject matter experts to ensure sales efforts are coordinated, consistent, and relevant to the individual product areas, PCB as a whole, and the firm.
• Manages PCB educational programs, including the Cash & Lending Institute suite.
• Oversees and participates in the creation of training materials to support the varied needs and other educational resources for broad initiatives.
• Works with other departments in the firm, including Corporate Marketing, Global Wealth Solutions, PCG Education and others, and outside organizations to adopt best practices and strategically integrate PCB into firm resources.
• Implements sales strategies by coordinating the creation and production of PowerPoint presentations, reports, and internal sales communications.
• Organizes, manages, and executes objectives with limited to no oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness.
• Leads coordination of sales education and engagement events.
• Drives efficiencies and improves processes. Review existing resources on a regular basis to determine if updates are needed.
• Maintains extensive product and compliance knowledge required to successfully support strategic sales objectives of PCB.
• Performs other duties and responsibilities as assigned.

• Advanced knowledge of principles and practices of client relations, marketing, and communications.
• Advanced knowledge of fundamental investment concepts, practices and procedures used in the securities industry.
• Wide range of lending strategies and products represented at Raymond James Bank and Cash Solutions.
• Firm and business units.

• Self-reviewing work with a strong attention to detail.
• Coaching and managing new associates
• Leading and moderating meetings with multiple stakeholders.
• Strategically planning work and priorities.
• Strong skills in organizing, managing, and executing on objectives with limited oversight.
• Excellent written and oral communication skills, as well as strong interpersonal skills.
• Strategically planning work and priorities.
• Experience designing, developing and modifying content, presentations, participant guides, learning materials, job aids, etc., and driving measurable results.
• Results‑oriented, data‑driven, curious, passionate about learning and improving business outcomes.
• Strong analytical and problem‑solving skills with the ability to analyze trends, best practices and data.
• Operating standard office equipment and using required software.

• Manage, assist and coach team members with issues that arise.
• Build relationships and interact effectively with all levels of…