Raymond James

This role involves servicing high volumes of daily client interactions, including inquiries and scheduling, while providing crucial administrative support to Financial Advisors and branch staff. Key duties include processing financial transactions, opening new accounts, ensuring documentation accuracy, and preparing various reports.

Design the interface between application systems, including those developed in-house, packaged software, and third-party-hosted applications, so that they function holistically in support of the organization's business needs. Document the most complex "as is" and "to be" processe...

This role serves as the first point of contact for high-volume client interactions, handling inquiries, providing quotes, and scheduling meetings across multiple platforms. Key duties include managing and standardizing best practices for activities like new client onboarding, monitoring liquidity events, and executing trades for various investment products.

This role involves managing electronic and high-touch execution for Asia equity flows, maintaining market awareness, and monitoring overnight orders and positions for timely handoffs. Key duties include troubleshooting order lifecycle issues across various systems and supporting portfolio trading activities like coordinating lists and managing allocations.

The specialist plans and implements strategies for recruiting experienced Financial Advisors by cultivating partnerships and managing the entire recruitment process, including initial calls, next steps coordination, and hosting prospects at events. This role involves proactive outreach to long-term candidates, making outbound sourcing calls, and collaborating with the Advisor Recruiting Consultant (ARC) on key stages like Home Office Visits.

This experienced role involves initiating a high volume of outbound calls, including cold calls, to experienced financial advisors to generate interest in affiliating with Company. The consultant will use a consultative approach to help advisors identify the best affiliation option and collaborate with recruiting partners to manage next steps and continue the recruiting process proactively.

The People Analytics Analyst utilizes HR data to provide insights for business decisions, develops reports, dashboards, and ensures data governance. They partner with HR to define metrics, support planning, and present findings to leadership.

The VP, Head of ETF Strategy will lead ETF initiatives, drive growth, oversee operational excellence, and manage capital markets functions to ensure strategic execution and product innovation across the ETF platform.

The Director of Business Development will manage relationships with financial advisors to generate revenue, develop tactical plans, and lead projects across the West Coast Territory, while achieving sales goals.