"Alerted.org

Job Description

Essential Duties and Responsibilities:

+ Develops and executes strategies to accomplish client and employee experience-oriented services and goals.

+ Works with internal leaders and Investment Banking senior management to develop, execute and support strategic initiatives for multiple workstreams.

+ Build partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience.

+ Lead operational improvements and well-designed workflows to the business that support a positive and efficient experience ultimately supporting revenue growth.

+ Delegates and provides guidance to team members to influence an environment of learning and teamwork.

+ Present strategic plans and work with executive leadership to align on priorities, resources and budget.

+ Performs other duties and responsibilities as assigned and needed.

Knowledge, Skills, and Abilities:

Knowledge of

+ Advanced investment concepts, practices and procedures used in the securities industry.

+ Advanced concepts, principles and practices of Investment Banking.

+ Financial markets and products.

Skill in

+ Analytical and data-driven decision-making abilities

+ Identifying resources to help aid in operational improvements

+ Organizing and managing complex problems and workflows

+ Problem solving skills and the ability to think independently sufficient to market ideas.

+ Defining high standards of quality and evaluate products, services, and own performance against those standards.

+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

+ Travel frequently with limited advance notice.

+ Communicate effectively, both orally and in writing, with all organizational levels, including senior Investment Banking management.

+ Balance conflicting resource and priority demands.

+ Partner with other functional areas to accomplish objectives.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Plan, assign, monitor, review, evaluate and lead the work of others.

+ Identify training needs and develop subordinates.

+ Work independently, make non-routine, complex decisions and resolve moderately complex accounting problems.

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

+ Attend to detail while maintaining a big picture orientation.

+ Interpret and apply policies and identify and recommend changes as appropriate.

+ Work independently as well as collaboratively within a team environment.

+ Identify required tasks, develop timelines and execute.

+ Project a positive, professional image both internal and with external business contacts.

+ Lead meetings, ensuring that all viewpoints, ideas and problems are addressed.

Educational/Previous Experience Requirements

+ Bachelor’s Degree (B.A.) in Finance, Accounting, Business or a related field, MBA preferred and (10) ten to (12) twelve years of experience in the financial industry.

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

+ SIE required provided that an exemption or grandfathering cannot be applied.

+ FINRA Series 7 License preferred but not required.

**Travel Required:** Yes, 50 % of the Time

Education

Bachelor’s: Business Administration (Required), Bachelor’s: Computer and Information Science (Required), Bachelor’s: Digital Communications and Media/Multimedia (Required)

Work Experience

Manager Experience - 6 to 10 years

Certifications

Salary Range

$100,000.00-$250,000.00

Travel

Less than 25%

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.