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Raymond James Financial, Inc.

Regional Sales Manager, Trust & Fiduciary Consulting- Great Lakes

Raymond James Financial, Inc. - Detroit, MI

Regional Sales Manager, Trust & Fiduciary Consulting- Great Lakes','1703553','!*!Regional Sales Manager, Trust &

Fiduciary Consulting- Great Lakes


Raymond James



Northeast &

Great Lakes, extensive travel required: up to 70%

Job Summary & Responsibilities:


James Trust is hiring an experienced Trust Consultant to manage the development

and sale of new current fee and future fee personal trust accounts in the Great

Lakes and Northeast areas.


Our ideal team member will:


the sale of personal trust accounts to clients of Raymond James affiliated

Financial Advisors with branch locations within a specified geographic

region.  Manages

the sale of personal trust accounts to individuals who are not Raymond James

affiliated Financial Advisors from any geographic region.  Performs

public speaking at seminars designed to train and educate professional tax and

legal advisors, current and prospective clients, and Financial Advisors.Prepares

sales illustrations, seminar outlines and other documentation used in the sales

and marketing of trust services.Builds

and maintains working relationships through communication and personal meetings

with the client the Financial Advisor and the client’s professional legal and

tax advisors.Supplies

technical estate tax and estate planning information in response to Financial

Advisor and client inquiries.Reviews

trusts, wills and other documents to determine whether the company can serve in

a fiduciary capacity.Plans

and executes an efficient and extensive personal travel schedule generally

exceeding 70% of this individual’s time.Plans,

assigns, monitors, reviews, evaluates and leads the work of assigned staff.May

perform human resource management activities, including coaching and mentoring

subordinates, identifying performance problems and seeking guidance for

remedial action and participating in interviewing and selecting staff. May

coach and mentor subordinates and identifies training needs and create

development plans. Establishes

objectives and develops processes and procedures for subordinates to ensure

efficient and timely work flow.Performs

other duties and responsibilities as assigned.

','!*!Knowledge, Skills, and Abilities: 




Gift and Estate Tax Code laws, Uniform

Principal and Income Act (UPAIA), and general Trust Laws, rules and


concepts, practices and procedures of income tax planning and preparation


concepts, principles and practices of personal trust administration process.Fundamental

investment concepts, practices and procedures used in the securities industry. Principles

of banking and finance and securities industry operations. Financial

markets, products, financial advisory function and investment process.Broad knowledge

of Finance and Accounting. Basic

management and supervisory principles.




interpersonal and leadership skills to provide a high level of customer


and maintaining effective working relationships at all levels of the

organization. Excellent

public presentation skills.Outstanding

oral and written communication skills.Demonstrate

uncompromising adherence to ethical principles.Operating

standard office equipment and ability to learn software applications including

computer based trust accounting systems and other common estate planning

software programs.




ability to sell trust services. Function in a professional office

environment.  Demonstrate

efficiency and flexibility in performing detailed transactional tasks and

assignments with frequently changing priorities and deadlines in a fast-paced

work environment with frequent interruptions. Provide

efficient service to internal and external clients.Perform

human resource management activities.  Identify

training needs and coach/ mentor more junior staff.Partner

with other functional areas to accomplish objectives.Facilitate

meetings, ensuring that all viewpoints, ideas and problems are addressed.Attend

to detail while maintaining a big picture orientation.Gather

information, identify linkages and trends and apply findings to assignments.Incite

enthusiasm and influence, motivate and persuade others to achieve desired


and apply policies and identify and recommend changes as appropriate. Work

independently, make non-routine decisions and resolve complex problems.Communicate

effectively, both orally and in writing, with all organizational levels,

including senior management.Lead

meetings and contribute to team efforts by ensuring all relevant information is

included in the outcomes.Establish

and maintain effective working relationships at all levels of the organization,

including negotiation resources.

Educational/Previous Experience Requirements: 

Bachelor’s Degree

(B.A.) in business, finance or related discipline and a minimum of ten (10)

years of experience with personal trust accounts in a sales or business

development capacity with prior management/leadership responsibilities.


Any equivalent combination

of experience, education, and/or training approved by Human Resources.


J.D. strongly




None required.


For more information about Raymond James

Trust, please visit:


About Raymond James


Raymond James Trust

N.A. is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF)

which provides financial services to individuals, corporations and



Raymond James Trust

N.A. began in 1992 as the Raymond James Trust Company in St. Petersburg,

Florida. To better serve its clients outside of the southeastern U.S., the

Raymond James Trust Company West was acquired (as Sound Trust Company) in 1993.

Over the years, the two companies have grown to manage over $4 billion in

assets in all 50 states. In 2007, Raymond James Trust Company successfully

completed the rigorous application process to gain a national trust charter and

changed its name to Raymond James Trust N.A.


Under its federal

charter, Raymond James Trust N.A. may act as trustee, custodian, personal

representative or agent to the trustee in a wide variety of trust and estate

situations in every state of the U.S.

','Banking','US-MI-Detroit-Ann Arbor','US-MI-Holland, US-OH-Columbus, US-NY-Albany, US-PA-Pittsburgh, US-MI-Detroit, US-OH-Akron, US-MI-Kalamazoo, US-OH-Dayton, US-PA-Philadelphia, US-OH-Cleveland, US-WI-Milwaukee, US-MI-Grand Rapids, US-OH-Cincinnati, US-NY-Buffalo, US-PA-Allentown, US-MI-Southfield, US-MI-Lansing, US-WV-Charleston','Raymond James Trust Company Corp','Full-time','Day Job','Yes, 75 % of the Time','Regional Sales Manager, Trust & Fiduciary Consulting- Great Lakes'

13 days 12 hours ago

Raymond James Financial, Inc.


Regional Sales Manager, Trust & Fiduciary Consulting- Great Lakes Raymond James Financial, Inc. - Detroit, MI, United States


Location: Detroit, MI

Company Profile:
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).You can call it Ray or you can call it Ray Jay. Raymond James Financial doesn't mind as long as it's calling on customers. It offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities brokerage, investment banking, and financial advisory services in North America and Europe. Its Raymond James Financial Services offers financial planning and brokerage services via independent financial advisors, as well as through alliances with community banks. Other units provide asset management, trust, and banking services. The firm has more than 2,500 traditional branches, satellite offices, and independent contractor branches.