- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under general supervision, uses specialized skills and knowledge gained through experience and training to support the Registrations department and its business ... partners. Collaborates with manager and team on regulatory matters to ensure representative, branch and firm remain in compliance with firm and industry regulations. Assists in identifying risk related to registration policies, processes, and procedures.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under direct supervision, uses knowledge and skills obtained through training and experience to process loans that may be to individuals, trusts or entities and ... complete tasks associated with preparation of the loan approval and/or closing documents. Follows established procedures to perform a variety of tasks requiring some evaluation, originality, or ingenuity in making decisions. Recommends solutions to moderately… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office, Memphis, TN, or Southfield, MI. Please note: This role is NOT ... eligible for Work Visa sponsorship, either currently or in the future. **What You'll Do:** + Help transition and switch data sources across systems, ensuring smooth and accurate data flow. + Understand business and technical requirements to support coding,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Oversees cash management operations including investing, borrowing, and cash movements. + Implements and supervises bank account management, including opening and ... closing, documentation, reporting and problem solving. + Establishes and maintains relationships with financial institutions to manage placement of business and leveraging for services, credit and pricing. + Acts as a point of contact with regard to external… more
- Raymond James Financial, Inc. (Jacksonville, FL)
- …* Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with ... prospective and existing clients on the phone, in-person, virtually and through mailings. * Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * Onboards new clients, opens new… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …As part of the Advisor Technology group, the Sr Product Manager will focus on delivering tools and applications that support the advisor and support staff's ... day-to-day branch operations, specifically focused on Client Onboarding and Maintenance. The associate will have extensive knowledge and skills obtained through education and experience which will be used to identify, analyze, and document complex business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience ... to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Design, develop, and maintain high-quality, user-friendly ServiceNow catalog items and workflows. + Partner with stakeholders to gather and analyze requirements for ... catalog items, workflows, and integrations. + Develop reusable components and implement catalog development best practices. + Provide recommendations for new code development or existing code reuse. + Perform debugging and troubleshooting of catalog items,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under intermittent supervision and with a high level of autonomy, uses extensive knowledge and skills obtained through education, experience, specialized training ... and/or certification in securities or banking industry compliance to administer and manage an assigned compliance function. Works within a specified Business Unit to lead major projects, programs, or processes with significant business impact. Influences… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Provides technical support to internal clients requiring assistance using various trading systems. + Responds to inquiries or complaints received through phone ... calls and/or correspondence with clients concerning the company's trading systems. + Performs price adjustments and trade corrections support for client accounts. + Review trade problems and determine appropriate corrective action. + Resolves comparison issues… more