Job Description Summary

Lead a team to manage client assets, study market trends, and communicate potential impacts on portfolios. Generate insightful reports, advise on investment preferences, adjust portfolios as needed, lead stakeholder meetings, and maintain client communication and identifying long-term investment opportunities.

Job Description

Responsibilities: Implement formal development frameworks for a substantial department. Provide others throughout the organization with informal coaching and mentoring. Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals. Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives. Manage a significant portion of the organization's or institution's research program. This could involve being responsible for development or delivery or both. Develop and/or deliver a plan for significant aspects of an economic research program, with guidance from senior colleagues. Make authoritative recommendations about technical or professional solutions that would significantly improve business performance. Develop innovative solutions by integrating and analyzing complex and diverse information sources. Act as a business partner to key internal customers and manage relationships with them. Likely to involve using support teams to ensure customer satisfaction. Manage certain aspects of the internal communications system with some guidance from senior colleagues. This could mean being responsible for the development or operation of the system. Develop and/or deliver budget plans with guidance from senior colleagues. Make authoritative recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. Develop functional or operational policies and help develop policy frameworks for area of responsibility or department. Take responsibility for creating underlying procedures and monitoring their implementation. Skills: Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. Uses expertise to act as the organizational authority on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organizational strategies and objectives. Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements. Acts as the organizational authority and established expert on analyzing data trends for use in reports to help guide decision making. Acts as the organization's authority and established expert on understanding and using standard office equipment and standard software packages to support business processes. Acts with expertise as the organization's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Uses comprehensive knowledge and skills to act independently while guiding and training others on supporting research schedules using appropriate analytical processes and procedures. Uses comprehensive knowledge and skills to act independently while guiding and training others on conducting research using appropriate methods, tools, processes and software. Uses comprehensive knowledge and skills to act independently while guiding and training others on creating research specifications and related materials. Works at an advanced level to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works independently and provides guidance. Acts independently using comprehensive knowledge and/or skills to conduct research and analyze data while guiding and training others on how to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests. Uses comprehensive knowledge and skills to work independently while guiding and training others on managing projects and/or programs within desired cost, time and quality parameters. Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on reviewing and creating relevant, lucid and effective reports. Works at an advanced level to orient work in a workflow to plan, organize, and execute the steps it takes to achieve a goal to achieve higher efficiencies. Typically works independently and provides guidance.

Education

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

Work Experience

General Experience – 10 to 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)

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.