John Cox
Relationship Management | Practice Management | Risk Mitigation | Project Management | Sales
- Role
- Division Manager, West - Ria and Custody Services at Raymond James
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About John Cox
Dynamic leader and analytical problem solver with significant experience in the brokerage clearing and RIA custody marketplace. Strong client-facing relationship management and solution-centric operational expertise with considerable public speaking and presentation development experience. Adept at identifying and mitigating risk while ensuring that forecasted economic growth rates are achieved.
Experience
Division Manager, West - Ria and Custody Services
Sep 2023 — Present · Dallas-Fort Worth, TX, US
Relationship manager responsible for overall partnerships between Raymond James RIA and Custody Services (RCS) and fully-independent RIAs using the Raymond James platform for custody services.Oversaw relationships with RIAs ranging in size from $100MM to $7B located in the western half of the US- Responsible for target-based AUM growth through organic and external sales- Travels extensively within the territory meeting with existing and prospective firms- Provided regular updates to C-suite regarding status of relationships and potential opportunities and risks existing within the territory- Consults with RIA firms regarding the management of their practice focusing on human capital, business plan development, and strategic plan development/execution.
Education
The University of Texas at Austin
Bachelor's degree, Psychology
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