Base: $130,000.00-$250,000.00; bonus/equity: not s...
15+ years general investment experience
Bachelor's degree in finance or accounting
Securities industry essentials exam certification
The role involves taking responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy
Job Summary
The role involves taking responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
Candidates must coordinate engagement with clients to ensure effective two-way flow of information and resolution of issues while managing investment risks.
The position requires adherence to Raymond James' guiding behaviors including collaboration, accountability, and a client-first approach.
Matching Summary
The role involves taking responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
Salary
Base: $130,000.00-$250,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
15+ years general investment experience
Bachelor's degree in Finance or Accounting
Securities Industry Essentials Exam certification
Risk management policy development expertise
Strategic global account relationship building
Nice-to-have
Client-first culture alignment
Long-term conservative investment view
Ability to inspire professional growth
Pragmatic decision-making skills
Key Requirements
More than 15 years of general experience
Bachelor's degree in Accounting, Business Administration, or Finance
FINRA Securities Industry Essentials Exam (SIE) certification