{"id":3225537,"url":"https://alion.io/job/raymond-james-branch-manager-phoenix-az","title":"Branch Manager (Phoenix, AZ)","company":{"id":1768977,"name":"Raymond James","domain":"raymondjames.com","url":"https://alion.io/company/raymondjames-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":25,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":19,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Field & Service","role_family":"Field & Service","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Scottsdale, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":95000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3574},"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-23T00:00:00Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-27T04:55:19Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Description Summary\nUnder general direction and with a high level of autonomy uses extensive knowledge and skills obtained through education and experience to manage a retail branch office of Raymond James and Associates. Manages the compliance oversight, ensuring adherence to firm and regulatory policies and procedures. May operate within a complex of branches. Job Description\nEssential Duties and ResponsibilitiesEvaluates branch structure and strategic plan, including future growth as needed, to promote\noverall efficiency and profitability while maintaining a commitment to excellent service. Develops\nand implements plans to meet office sales goals.\nResponsible for compliance oversight and ensuring adherence to firm and regulatory policies and procedures.\nPerforms reviews of client accounts and documents and resolves client complaints.\nCoordinates registrations, continuing education, licensing, etc. of branch personnel.\nOversees daily trading and other office activities.\nSupervises daily trading and other office activities.\nFacilitates sales promotion activities such as seminars and luncheons/dinners as well as inform FA’s about new products and RJA managed underwritings.\nDevelops and monitors office revenue and expense budgets.\nMay attract, select, orient, train, and retain Financial Advisors (FAs) and support staff.\nMay conduct ongoing performance appraisals, scheduled performance appraisals and salary\nreviews of operations associates, and maintains branch associate files.\nMay review daily work of associates; evaluate workload and responsibilities of support staff to\ndetermine necessary assignment changes to maintain efficient workflow.\nMay ensure daily staffing levels and cross-training is adequate.\nParticipates in community affairs as a representative of the firm.\nServices clients in his/her own book of business.\nPerforms other duties and responsibilities as assigned.\nKnowledge of\nCompany’s working structure, policies, mission, strategies, and compliance guidelines.\nEconomic and accounting principles and practices, the financial markets, banking, and analysis and reporting of financial data.\nLegal requirements and federal and state regulations related to employment.\nSkill in\nOperating standard office equipment and using required software applications to produce\ncorrespondence, reports, electronic communication, spreadsheets, and databases.\nPreparing and delivering clear, effective, and professional presentations.\nIdentifies the needs of customers through effective questioning and listening techniques.\nAbility to\nHandle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude.\nEstablish and maintain a respected position of leadership to influence, motivate and persuade\nothers to achieve desired outcomes.\nProject a professional and pleasant appearance and demeanor to work with clients; utilize tact\nand diplomacy in dealing with customers in a deadline-driven environment.\nContinuously learn investment products, industry rules and regulations, and financial planning.\nOrganize, manage, and track multiple detailed tasks and assignments with frequently changing\npriorities and deadlines in a fast-paced work environment.\nUse appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.\nArticulate reasons behind decisions.\nKeep all appropriate parties up-to-date on decisions, changes, and other relevant information.\nEstablish and maintain effective working relationships with others.\nIdentify problems, gather facts, and develop solutions.\nEducation/Previous Experience\nBachelor’s degree (B.A.) from four-year college or university, and a minimum of three (3) years\nexperience in a financial services firm.\nOR ~\nAn equivalent combination of experience, education, and/or training as approved by Human\nResources.\nLicenses/Certifications\nSIE required provided that an exemption or grandfathering cannot be applied.\nSeries 7 and 9 & 10 (or 8) required.\nSeries 63 & 65, or 66 as required by state.\nLife, Health, and Variable Annuity Insurance Licenses.\n• NFA Commodities License required if any commodities trading is done at the branch.\nEducation\nBachelor’s - CompletedWork Experience\nGeneral Experience - 6 to 10 years, Manager Experience - 6 to 10 years Certifications\ns10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel\nLess than 25% Workstyle\nResidentThe total compensation for this position includes base salary or wages, andmay include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.\nAt 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. \nWe expect our associates at all levels to:\nGrow professionally and inspire others to do the same\nWork with and through others to achieve desired outcomes\nMake prompt, pragmatic choices and act with the client in mind\nTake ownership and hold themselves and others accountable for delivering results that matter\nContribute to the continuous evolution of the firm\nAt 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.\n#LI-DW","description_format":"text","description_chars":6576,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-25T05:42:48Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":4,"expected_fill_days":19,"reasons":["conf:0","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-27T05:46:45Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-branch-manager-phoenix-az","json_url":"https://alion.io/job/raymond-james-branch-manager-phoenix-az.json","meta":{"generated_at":"2026-10-27T13:39:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1925,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1768977},"rest":"https://alion.io/mcp/rest/get_company?id=1768977"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fraymond-james-branch-manager-phoenix-az"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fraymond-james-branch-manager-phoenix-az"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fraymond-james-branch-manager-phoenix-az"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/raymond-james-branch-manager-phoenix-az\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-branch-manager-phoenix-az"}]}