Job Description Summary
Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements.
Responsibilities
Job Description
- Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit.
- Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
- Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
- Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues.
Skills
- Use understanding of the business environment and objectives in developing solutions.
- Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
- Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
- Interpret and apply knowledge of laws, regulations and policies in area of expertise.
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$130,000.00-$250,000.00
Travel
Less than 25%
Workstyle
Resident
At 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.
We Expect Our Associates At All Levels To
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At 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.
