Full-Time
Marketing Coordinator
Posted on 8/28/2025
Raymond James Financial
Wealth management, banking, and investment services
No salary listed
St. Petersburg, FL, USA
Hybrid
Hybrid workstyle with less than 25% travel.
 Growth & Marketing (1) |
|---|
- Knowledge of principles and practices of customer relations, marketing and communications.
- Basic concepts, practices and principles of project management methodology including project management, analysis, administration and documentation.
- Fundamental investment concepts, practices and procedures used in the securities industry.
- Skill in creating and maintaining project documentation and communications.
- Coordinating projects, communicating changes and progress, and completing projects on time and budget.
- Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively.
- Demonstrating accuracy and thoroughness while applying feedback to improve performance.
- Completing tasks on time or notifying the appropriate person with an alternate plan.
- Collecting, researching and analyzing data.
- Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, data base and internet reference service applications.
- Conducting research using the Internet and other resources, compiling results and preparing reports.
- Ability to communicate effectively, both orally and in writing, with all organizational levels.
- Work independently and manage multiple projects with changing priorities in a fast-paced environment.
- Provide a high level of customer service.
- Identify and resolve problems in a timely manner.
- Work well in group problem solving situations.
- Continuously build knowledge and skills in project management.
- Respond promptly to customer needs, respond to requests for service and assistance and meet commitments.
- Read and interpret written information.
- Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process.
- Deal with frequent change, delays, or unexpected events.
- Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often includes adapting existing materials to fit existing needs.
- Assists in implementing marketing strategies by coordinating the creation and production of marketing and communications materials.
- May coordinate trade show exhibits and oversee the distribution of marketing literature.
- May coordinate the organization, maintenance and updating of customer and investment product and service information on the organization’s intranet system.
- Provides basic consulting to clients in order to resolve immediate questions and/or requests.
- Assists in intake process for projects and building project plans.
- Assists in preparing marketing analytics, budget information or other general reports.
- Conducts basic marketing research and compiles results for projects, as assigned.
- Coordinates the creation and production of marketing and communications materials through the internal marketing agency.
- Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests.
- May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency.
- Performs other duties and responsibilities as assigned.
- General Experience - 13 months to 3 years
Diversified financial services provider serving individuals, corporations, and municipalities. Its services span five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other, including financial planning, investment advisory, investment banking, research, asset management, and banking and lending. The approach centers on personalized, client-centric service and long-term relationships, with advisors tailoring strategies to each client. The goal is to help clients achieve financial objectives through customized guidance and a broad range of financial solutions.
Company Size
N/A
Company Stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962
Simplify's Take
What believers are saying
- Q2 2026 revenues hit record $3.86 billion, up 13% year-over-year.
- Client assets under administration grow 15% to $1.7 trillion with $23 billion net new assets.
- Recruited $476 million UBS team in Ohio producing $2.5 million annually on April 21.
What critics are saying
- Profit margins compress from 16.2% to 14.7% TTM despite $1.1 billion tech spend.
- FINRA fined Raymond James $17 million in 2016 for AML program failures.
- June 2025 data incident exposes client account information to breaches.
What makes Raymond James Financial unique
- Client 360 platform consolidates client insights with AI-powered Opportunities app.
- Raimond AI agent pilots with 600 advisors for task automation beyond queries.
- AI Advisor Academy trains on prompting and Microsoft 365 integrations post-conference.
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Benefits
Hybrid Work Options
Professional Development Budget
Company News
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Addition Financial Credit Union selects Raymond James to expand Wealth Management services for members. Addition Financial Credit Union members now have access to enhanced investment guidance, digital tools and personalized financial planning through a new relationship with Raymond James Financial Services, Inc., a leading financial services firm. The credit union announced that Addition Financial Wealth Management, supported by Raymond James, will offer members a comprehensive suite of financial planning and investment services designed to support long-term financial wellbeing. Services available through Addition Financial Wealth Management include: * Retirement planning * Portfolio management * Investment banking * Investment management * Financial planning * Business planning. "By working with Raymond James, we can help members build strong financial futures through easy-to-use digital tools while providing access to knowledgeable financial advisors who can guide them through important financial decisions," said Kevin Miller, President and CEO of Addition Financial Credit Union. "Whether a member is planning for retirement, growing investments or preparing for a major life milestone, this partnership helps ensure they have the resources and personalized guidance they need." Addition Financial is also welcoming a new team of financial advisors, led by brokerage services manager Jayar Williams to support and advise members. Williams brings more than 20 years of comprehensive wealth management experience, focusing on advising members to develop and implement investment strategies that help address immediate and future goals. "Addition Financial has built a strong reputation for serving its members with integrity and a long-term mindset," said Jon DeMayo, vice president of business development at FID. "We are proud to support Jay and the team as they grow the investment program with access to the resources, technology and advisory capabilities of Raymond James - all while preserving the personalized service their members value." Members will be able to easily view investment accounts through a new, secure, easy-to-use online platform anytime on a computer, tablet or smartphone. Members interested in learning more about Addition Financial Wealth Management can visit... AdditionFi.com/WealthManagement or access the Raymond James client portal at raymondjames.com/additionfinancial.
Raymond James names new indie division boss. March 19, 2026 Kirk Bell, who will take over as president of Raymond James' Independent Contractor Division effective April 1. Raymond James Financial elevated one of its divisional leaders, Kirk Bell, to be president of its Independent Contractor Division effective April 1, according to an announcement on Wednesday. Bell, who had been central divisional director based at Raymond James' St. Petersburg, Florida headquarters, fills a role left vacant by Shannon Reid, who left in December to join competitor Osaic Wealth. "I look forward to drawing on decades of experience and best practices as I meet advisors and their staff across the country, partner with the firm's strong leadership teams and work with ICD associates to build on our momentum and continue to be the destination of choice for financial advisors," Bell said in a statement. Bell had held responsibility for 12 states with approximately 265 so-called offices of supervisory jurisdiction and more than 600 financial advisors, according to his LinkedIn profile. The announcement did not identify a successor for his role as one of four divisional managers at the independent channel. Bell has spent his entire 26-year career except seven rookie months with Raymond James, according to BrokerCheck. He did not respond to a request for comment sent through social media. David Sisemore, who had led the ICD unit on an interim basis, will resume a Midwest divisional leadership role through the firm's fiscal year-end in late September, and then retire in December, according to the announcement. Raymond James reported in September that it had 8,943 advisors, most of whom are independent contractors, and has also been focused on growing its RIA custody division. Those growth efforts have included aggressively recruiting independent brokers, particularly from Commonwealth Financial Network, which was acquired by LPL Financial in August. It in the last three months of 2025 paid $107 million in recruiting and retention costs, a 22% increase from the prior year. Raymond James independent brokerage unit on Wednesday also said it added a five-advisor team managing about $385 million in client assets from LPL Financial. The group, which operates as SBS Financial in Moline, Illinois, includes J. Steven Bush, Shane Swift, James Schmertmann, Brett Johnson and Eric VanWinkle, along with three support staff.
Raymond James has appointed Kirk Bell as president of its independent contractor division, effective 1st April. Bell succeeds Shannon Reid, who departed after nearly 20 years to join Osaic. Bell has spent almost 26 years at Raymond James, most recently serving 12 years as senior vice president and division director for the central US. He will lead Raymond James Financial Services and join the firm's senior leadership team. The appointment follows increased recruiting activity, with the firm raising recruitment and retention compensation by 22% in its fiscal first quarter. Raymond James' private client division had 8,943 advisers as of 30th September 2025, overseeing $1.67 trillion in client assets. The firm recently attracted advisers from LPL Financial's Commonwealth, including a Massachusetts team managing $682 million.