Job Description
Responsibilities:
• Acts as a primary external contact for all levels (low to premier tier) of clients, researching and answering requests and questions
• Proactively works across distribution channels and independently to develop new business opportunities
• Develops narratives product positioning bullet points for marketing and/or sales
• Assists in the creation of presentations, reports, and databases as needed
• Coordinates the involvement of the investment team, as needed, to meeting requests
• Participates in broad initiatives related to overall strategy, product positioning, and marketing campaigns
• Assists client service with reporting
• Maintains familiarity with peers in each product category, contrasting different investment approaches, portfolio biases, and historical return patterns
• Performs other duties and responsibilities as assigned
Qualifications - External
Knowledge, Skills, and Abilities:
Knowledge of:
• RJ and RJIM working structure, policies, mission, and strategies
• Fundamental concepts, principles, and practices used in the securities industry
• Fundamental concepts, principles, and practices of relationship management
• Financial markets and products, specifically fixed income
• Fundamental understanding of return attribution analysis
Skill in
• Interpreting and applying policies and procedures
• Preparing management reports
• Identifying trends and implementing appropriate corrective action
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
• Communicate effectively, both orally and in writing, with all organizational levels including senior management
• Organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions
• Balance conflicting resource and priority demands
• Partner with other functional areas to accomplish objectives
• Work independently as well as collaboratively within a team environment
• Establish and maintain effective working relationships at all levels of the organization
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)
Salary Range
$130,000.00-$150000.00
Travel
Up to 50%
Workstyle
Hybrid
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.
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