Division Manager, CCD

Raymond James

Division Manager supporting client relationship management in a financial company. Focused on strategic accounts, driving loyalty, and managing escalations in CCD.

Posted 5/8/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Supports the client relationship management function in a financial company
Expert individual contributor that supports strategic client accounts
Focus on driving client loyalty, managing escalations, and growing the client relationships
Works closely with service, trading, executive management, technology, and other internal subject matter experts to resolve client concerns
Identifies opportunities to utilize company resources to capture assets and maintain profitability standards
Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm’s financial advisors
Develops and delivers presentations to groups, both at home office and conferences
Advocates the growth and utilization of CCD resources, services, and products throughout the firm
Develops marketing campaigns and communications plans to drive increased adoption of CCD platform
Oversees the development of communication plans for the different components of the CCD strategy
Leads and/or participates in strategy development, analysis of adoption drivers, tool set integration, service coordination, and product management for various components of the CCD platform
Surveys the competitive landscape for awareness of potential solutions and potential relationships with high net worth related vendors
Leads development projects for enhanced services and resources including operational strategies
Provides analysis and reports on key success metrics

Requirements

What you’ll need

Bachelor’s Degree in finance, marketing or business-related field
minimum of ten to fifteen (10-15) years of progressively responsible product management experience in the financial services industry
Practical knowledge of the concepts of wealth management and financial planning
Experience with investment products and services, technology platforms and delivery models for high net worth clients
Sales experience
SIE required provided that an exemption or grandfathering cannot be applied
Series 7

Benefits

Comp & perks

medical, dental, and vision
life insurance
critical illness insurance and accident insurance
disability benefits
retirement savings
paid time off (including vacation, holidays, and sick leave)
parental leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

product managementwealth managementfinancial planninginvestment productstechnology platformsdelivery modelsmarketing campaignscommunication plansdata analysisreporting

Soft Skills

client relationship managementclient loyaltyescalation managementpresentation skillsstrategic thinkingcollaborationleadershipproblem-solvingcommunicationservice coordination

Certifications

Bachelor’s DegreeSIESeries 7