Director, Client and Advisor Experience - Private Client Banking

Job Description Job Summary Under minimal supervision, utilizes knowledge and skills gained through education and experience to lead the advisor/client experience regarding lending products including Securities Based Lending, Mortgage, Tailored Lending and Margin. The scope of the advisor/client experience covers the end-toend experience including process, technology, communications with a constant focus on improving the experience and perception of the products. This role will collaborate with senior management and product management regarding strategy to include assessing options and decisions around the advisor/client experience. Additionally, this role will work with product management and partners at the firm on implementation and change management efforts. This role will lead the integration of enhancements to advisor/client facing firm/Private Client Group applications. This role will encompass both tactical and longer-term enhancements/efforts to improve the experience for both clients and advisors. Essential Duties and Responsibilities • Leads advisor/client experience strategy. Collaborates with senior leadership and product management in assessing options and decisions around advisor/client experience strategies. • Leads the creation of a plan for advisor/client experience to include self-service capabilities, lending visibility, front end experience of loan application and service requests. Partners with product management on the design and implementation of such strategies and enhancements which may be longer term/strategic or tactical in nature. • Leads integration, enhancements, and maintenance of advisor/client facing firm apps (Client Center, Client Access, GPM, Practice Center, FA Alerts, etc.). This includes strategy, business requirements, testing, and implementation. • Focuses on Private Wealth experience (high-net-worth clients). On point with firm initiatives from service standpoint. • Leads advisor/client survey process, reporting, identifying trends, and addressing solutions in partnership with product management teams. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience – 10 to 15 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. Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor Priority will be given to protected veterans EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT #LI-AT1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.