Job Description Summary

Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office.

As a Supervisor in the Mutual Fund Account Services Support department, you will lead the strategic development and execution of operational processes, systems, and infrastructure to ensure timely and high-quality service delivery. This role oversees multiple departments or an entire processing unit, with responsibilities spanning account services, international securities, transaction processing, and loan support/credit approval. You will drive operational excellence, foster team performance, and implement continuous improvement initiatives to support business objectives and client satisfaction.

Job Description

Responsibilities

• Supervise others working within established operational systems.

• Supervise a team providing administrative and service operations support and have deep expertise in the service operations provided by that team.

• Help others get the most out of internal communications systems by offering support and advice. Execute a communications plan within established internal communication systems and procedures.

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Knowledge of

• Complex investment concepts, practices, procedures and industry regulations related to Mutual Funds.

• Intermediate mathematical skills including addition, subtraction, multiplication, division, percentages, fractions, averages and balancing sufficient to complete settlement.

• Principles and practices of customer relations and communications.

• Excel, Word, Outlook and other applications as needed.

• MS Office sufficient to create letters, documents and send emails.

Skills

• Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.

• Deliver required services to clients to the required standards.

• Plan, organize, and execute the steps it takes to achieve higher efficiencies.

• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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.

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