- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Collaborates with leadership to identify, define, and solve a variety of business problems and support various initiatives. + Leads the design, completion and ... reporting of assigned analytical projects. Examples include measuring client profitability and attrition, evaluating financial advisor productivity, completing performance reports for key initiatives and departments. + Performs data gathering, organization and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Oversee the preparation of GAAP-compliant financial statements, integrating client-specific disclosures and ensuring timely delivery. + Present financial operating ... results with actionable insights to support strategic decision making by the Board and executive leadership. + Lead the design and continuous improvement of billing systems and pricing models to ensure transparency, accuracy and alignment with client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Identify opportunities for process or procedural improvement, and design improved solution alternatives. + Support stakeholder engagement by arranging meetings, ... events, and other stakeholder engagement activities. + Carry out delegated activities to support the identification and evaluation of risks, issues, dependencies, and constraints associated with the project, as well as the design of mitigating solutions. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …As part of the Cash Management development team, the Senior Business Analyst will partner with the business to facilitate and implement technology solutions. They ... will be responsible for writing system requirements that will ensure the technology solution will meet the needs of the business. This team is responsible for application development, maintenance, and support for the following business areas: Annual Fees,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Analyze consolidated financial statements to ensure transactions comply with US GAAP + Responsible for the internal financial management reporting and disclosure ... Uses specialized knowledge and skills obtained through education and experience to oversee and manage overall enterprise consolidation process and review of inter-company and inter-segment eliminations, corporate consolidations accounting, consolidated general… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …As a **Senior Life Insurance Underwriter** , you will play a critical role in facilitating the sale of life insurance by applying sound, cost-effective underwriting ... principles. You will assess risk and determine appropriate premium classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk Assessment &… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Reviews and approve client requests to transfer accounts to and from contra firms. + Screens incoming or outgoing client requests and verifies all necessary legal ... documentation that accompanies the client signed documents. + Scrutinizes information contained in all types of transfer forms and letters of authorization. + Assist with various requests for information, referring more complex matters to colleagues. + Answer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under minimal supervision, uses knowledge and skills obtained through education, experience, training and/or certification to lead business consulting engagements ... with independent business owners. Uses extensive knowledge and skills obtained through education, experience or certification to provide various consultative services. Typical consulting assignments will include new entity formation activities, business growth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …The Campaign Manager leads strategic marketing efforts to drive lead generation and client engagement across intermediary and institutional channels. Using Salesforce ... Marketing Cloud, the role builds and executes multi-channel campaigns that support a wide range of investment products and strategies, including advisor engagement and thought leadership. This position works cross-functionally to translate business goals into… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Under general supervision, uses knowledge and skills obtained through experience and training to supervise a single function or less complex specialty work group, ... typically involving service, operations or administrative associates. May lead defined work or projects of moderate scope and complexity. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality… more