Jason Goode Email & Phone Number

St Petersburg, Florida, United States

Raymond James - Financial Institutions Division Raymond James is a full-service provider with a storied history of building strong relationships with like-minded partners in need of planning resources to help them become the most-respected depository institutions and investment programs in their community.

St Petersburg, Florida, United States

Led and directed recruitment by presenting value proposition to Financial Advisors currently serving competitors and proactively making cold calls to ignite interest in meeting with one of the six-channel options. Collaborated with the leadership team on local competitive intelligence while building candidate pipeline, managing process from cold call to commitment, serving as the liaison between prospective advisors and organizational leadership.

St Petersburg, Florida, United States

Drove prospective and new business development as subject matter expert, SME, on inbound calls from Financial Advisors while assisting three to six external Trust Consultants across the country with client engagement, meetings, and follow-up. Expanded regional presence and participation with the creation of the West Coast Outreach Plan, informing, educating, and engaging West Coast Advisors on RJTNA products and services, which increased Financial Advisors’ participation in the region by 15%. Increased brand awareness with a strategic plan for Advisors to follow-up directly with prospects. Generated $26M in new accounts, assets under management, AUM, with $215K in revenue to RJTNA with additional prospects in the pipeline, managing clients from cold call through onboarding and funding processes.

St. Petersburg, Fl

Managed and administered a full spectrum of trust relationships, including grantor, charitable, custody, irrevocable, agency, private foundations, and termination, partnering with Financial Advisors to provide comprehensive estate planning. Introduced associate recognition program while enhancing work culture and employee relations with the initiation of the RJTNA Fun Committee to promote interdepartmental engagement. Optimized team performance by directing and leading more than 50 hours of training on account administration, investments, and technical knowledge for all new hires and peers.

St. Petersburg, Fl

Managed centralized operations of the Middle Office while leading a team of associates executing transactions based upon Trust Officer direction and trust documentation. Led collaborative effort in devising and instituting multiple workflows, engaging team members, home office Officers, and Branch Officers. Streamlined operations by directing the administrative model from one Trust Officer to one assistant. Completed top to bottom review and breakdown of processes to institute a new workflow and cloud document storage organization-wide as a member of the OneSource Implementation and Design Team. Optimized team performance, increasing efficiency and accuracy of all transactions through innovative documented processes and coaching associates. Trained new hires organization-wide, providing knowledge and assimilation of processes on various software applications. Refined best practices and initiated process improvements by establishing and leading the Process Improvement Team, PIT Crew, comprised of stakeholders from various RJTNA departments. Enhanced customers’ experience by developing a customer-centric service orientation by designing a client-oriented website as Weblink administration.

St Petersburg, Florida, United States

Led back-office operations while leading a professional team of associates to provide resolution of a wide range of credit/debit card fraud and dispute actions. Transformed a department inherited with a three-month work backlog within the first six weeks by establishing and instituting milestones and providing coaching to the team.

Tampa, Florida, United States

Directed operations while developing a team of inbound call associates, optimizing performance through the establishment and implementation of action plans and conducting monthly performance reviews. Championed associate recognition by facilitating monthly events as the Site Lead of the Tampa Events Committee. Established goals, assisted with fundraising events, led ten educational sessions for associates and managers, developed a UW Ambassador team, and updated the management team as Site Lead of the United Way Pledge Drive. Recruited and acquired new associates at career fairs hosted at the University of Florida, University of South Florida, University of Tampa, and Eckerd College, conducting behavior style interviews for external associates and senior service specialists. Successfully managed and maintained contractual service level agreements with the Maryland College Savings Plan. Resolved escalated shareholder issues, working in collaboration with various departments to deliver customer service excellence.Improved quality of trades and decreased the value and frequency of incorrect trades by initiating a 12-member Trade Accuracy Task Force. Mentored participants of the EDGE program, an internal management training course.

Education record

Activities and Societies: Class President

Bachelor'S, Business Administration