- Raymond James Financial, Inc. (St. Petersburg, FL)
- …This Senior Business Analyst, Technology will partner closely with the Wealth Management & Asset Management Technology Business Unit, Product Management Team and with ... Technology Teams on solutions from inception through ongoing maintenance. Solutions range from but are not limited to topics such as Reporting, Investment Research, Portfolio Management (including Unified Managed Account), Tax Optimization, Discretionary &… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Working with Marketing senior leadership and the Data Insights team, identifies advisor experience metrics/KPIs and establishes overall advisor experience ... objectives and goals. + Develops plans to acquire external market research data as well as internal research data, interprets responses/results, and makes actionable business decisions based on insights. + Designs, proposes and implements marketing strategies,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …This role is specific to the in-house Case Manager build for Trade, Surveillance and Account reviews. In this role you are required to act as a partner with the ... business to facilitate and implement the most optimal technology solutions, and ensuring they meet the business and organizational needs. You will be responsible for writing system requirements that guarantee the technology solution aligns with business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Interpret the business need and identify solution recommendations to business problems at a business unit level. + Document "as is" and "to be" processes and ... describe the changes required to migrate to the "to be" capability to record accurately the change required. + Execute a communications plan within established internal communication systems and procedures. + Plan and deliver stakeholder engagement activities… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Uses financial reporting accounting software to prepare monthly, quarterly and annual financial statements and reports. + Researches and makes recommendations to ... resolve unusual or irregular transactions. + Responds to internal/external auditor request and inquiries and coordinates with internal and external auditors on accounting issues. + Researches issues regarding SEC disclosures of generally accepted accounting… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset ... allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing… more
- Raymond James Financial, Inc. (Tampa, FL)
- …Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist financial advisors ... with coordinating and leading marketing initiatives and community outreach efforts to promote and brand the practice. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects. **Essential Duties and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …: + Administer and maintain complex HPE NonStop systems across development, test, and production environments. + Perform implementations and upgrades in compliance ... with security and change control guidelines + Ensure availability, security, and integrity of the environment + Monitor systems to maintain the stability of the environment by monitoring dashboards & alerts + Troubleshoot and remediate or escalate issues as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …You will utilize the skills you've gained through experience and training to perform specialized billing and fee-related activities within your assigned functional ... area. In this role, you'll be responsible for researching and resolving transaction discrepancies, fee adjustments, and inquiries from Financial Advisors and clients. You'll handle a variety of non-routine tasks using established procedures and broad… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust ... accounts. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues… more