Senior Manager – Conference & Engagement Strategy

Senior Manager – Conference & Engagement Strategy

Requirements

• Knowledge of principles, practices, concepts and procedures of investment banking and financial markets and products.
• Advanced knowledge of Financial Advisor practices and Wealth Management industry.
• Reporting and database process development and maintenance.
• Marketing and educational material development.
• Conference and event planning.
• Skill in developing and planning of education initiatives and managing projects from inception to implementation.
• Coordinating and maintaining protocol over Investment Banking, professional partner, and financial advisor events.
• Effective prioritization and time management skills.
• Cultivating and maintaining effective working relationships at all levels of the organization.
• Outstanding oral and written communications.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
• Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
• Work independently, as well as in a team environment.
• Identify required tasks, develop timelines and execute.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
• Bachelor’s Degree from four-year college or university with a minimum of five (5) years’ experience in banking or financial services.

Responsibilities

• Lead the planning and coordination of IBex programs, national/regional conferences, financial advisor and business owner events, branch presentations, advisory councils, and other firm recruiting functions.
• Creates enhancements to advisor referral process, including evaluation and development of a database to enhance reporting, review trends, and provide additional business insights.
• Develops and deepens strategic relationships at a firm level to promote and integrate key growth initiatives for the Investment Bank.
• Education content maintenance in line with RJF Marketing objectives.
• Balances conflicting resource and priority demands.
• Recommends changes to organizational processes as needed.
• Incorporates Service first philosophy in product and service deliveries.
• Performs other duties and responsibilities as assigned.

Preferred Qualifications

No preferred qualifications provided.