{"id":2484225,"url":"https://alion.io/job/raymond-james-complex-business-coordinator-houston-tx","title":"Complex Business Coordinator (Houston, TX)","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":77,"open_postings":28,"ghost_share":0,"stale_share":0.929,"repost_share":0,"time_to_fill_p50_days":26,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Houston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":35000,"max_usd":62000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4386},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-06T00:00:00Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-11-05T15:21:02Z","board_verified":true,"closed_at":null,"days_open":30,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":30},"description":"Job Description Summary\nUnder limited supervision, assists with the execution of strategic plan for overall growth of the Branch or Complex. Uses knowledge and skills obtained through education and experience to resolve service or project management issues. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business creation.Job Description\nResponsibilitiesSupports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.\nSupports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests.\nWorks directly with home office departments to coordinate branch-home office workflow.\nResearches and resolves moderately complex problems relating to client accounts and inquiries.\nAssists with planning and coordinating of special projects for branch or complex to include events for clients or prospects that result in a return on investment.\nMaintains expertise in practice management tools and resources, reporting and compliance practices.\nAssists branch manager, complex manager, or practice business manager with continuing education of team members.\nMaintains strong relationships with key business partners both internal and external.\nAssists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.\nMaintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process.\nAssists with preparation of payout analyses based on prospect’s production and mix of business.\nCoordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.\nPartners with home office departments to leverage product sales and generate new business opportunities for financial advisors.\nPerforms other duties and responsibilities as assigned.\nEducation/Experience Requirements\nAssociates degree and five years’ experience in financial services industry or related field\n~or~\nBachelor’s degree and a minimum of two years’ experience in the financial services industry or related field\n~or~\nAn equivalent combination of experience, education and/or training as approved by Human Resources\nLicenses Required\nNone\nEducation\nBachelor’sWork Experience\nCertifications\nTravel\nLess than 25% Workstyle\nHybridThe 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":4316,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"associate","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Home office","Life insurance","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-13T23:50:07Z"}],"visa":[],"liveness":{"score":24,"band":"cold","label":"Long shot","p_open":1,"p_active":0.545,"p_room":0.44,"age_days":30,"expected_fill_days":26,"reasons":["conf:1","stale_co","velocity","win:tail","crowd:junior,brand"],"computed_at":"2026-11-05T05:54:30Z"},"pay":null,"html_url":"https://alion.io/job/raymond-james-complex-business-coordinator-houston-tx","json_url":"https://alion.io/job/raymond-james-complex-business-coordinator-houston-tx.json","meta":{"generated_at":"2026-11-05T22:45:38Z","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":3744,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"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-complex-business-coordinator-houston-tx"},{"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-complex-business-coordinator-houston-tx"},{"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-complex-business-coordinator-houston-tx"},{"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-complex-business-coordinator-houston-tx\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fraymond-james-complex-business-coordinator-houston-tx"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2484225}},{"tool":"search_jobs","arguments":{"company":"raymondjames.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2484225},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}