- Raymond James Financial, Inc. (St. Petersburg, FL)
- …consultants, guiding these offerings through the various stages of the manager research process, and securing positive ratings for inclusion in consultant-influenced ... materials for impactful consultant presentations. + Ensure proper maintenance of the CRM system . + Review RFPs for potential clients. + Perform additional duties and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for own work and for work produced by teammates. + Ensures file management system is maintained. + Remains current in presentation design trends and technologies. + ... request and extrapolate key information from it under the guidance of a manager . + Understand and follow through on client objectives and requirements to provide… more