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Raymond James Financial

Wealth management, banking, and investment services

Investment Banking Vice President - M&A

Investment BankingConfirmed live in the last 24 hours
Full-timeSt. Petersburg, FL, USANo salary listedIn-person

About the Job

Requirements

  • Completed bachelor's degree in Accounting.
  • Completed bachelor's degree in Business Administration.
  • Completed bachelor's degree in Finance.
  • More than 15 years of general work experience.
  • Use an understanding of the business environment and objectives to develop solutions.
  • Analyze and research client and market conditions and facts to develop a comprehensive understanding of clients and their markets and enable maximum returns.
  • Review and evaluate recommendations and requirements to develop appropriate plans or deliver required actions.
  • Interpret and apply knowledge of laws, regulations, and policies in the area of expertise.

Responsibilities

  • Develop and deliver an important part of the organization's investment policy.
  • Maximize the value of investments by managing an investment department or unit.
  • Develop and deliver a major part of the organization's financial product development program to enable overall corporate strategy.
  • Develop and deliver the organization's risk management and/or risk control policies and procedures.
  • Develop and implement relationship management plans for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels.
  • Coordinate engagement between the organization and client organizations to ensure effective two-way information flow and issue resolution.

About the Company

Raymond James Financial

Wealth management, banking, and investment services

Raymond James Financial provides a range of financial services to individuals, corporations, and municipalities, organized into five segments: Private Client Group, Capital Markets, Asset Management, RJ Bank, and Other. Its offerings include financial planning and advisory services, investment banking and research, asset management products, and banking and lending through RJ Bank, earning revenue from advisory fees, commissions, and net interest income. The firm differentiates itself with a strong focus on personalized, client-centric service where financial advisors tailor strategies to each client and foster long-term relationships. Its goal is to help clients achieve their financial objectives by delivering comprehensive solutions across wealth management, banking, and capital markets through a multi-segment business model.

Company size
Not listed
Company stage
IPO
Headquarters
Saint Petersburg, Florida
Founded
1962

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