Jobs at Raymond James

Support Commercial Real Estate Relationship Management by coordinating credit approval and loan closings, gathering financial information, servicing and retaining clients, prospecting for new business, and managing a small client portfolio under supervision.

Lead complex employee relations cases, advise leaders on performance management and discipline, partner with Employment Law on high‑risk matters, analyze ER data and produce reports, draft/update policies, mentor ER advisors, and drive proactive initiatives to mitigate risk and improve workplace culture while ensuring legal compliance.

Support Internal and External Wholesalers by assisting across the sales cycle: prospecting, appointment scheduling, case analysis, client proposals and reports, presentations, marketing campaign execution, and phone coverage for Financial Advisors. Provide product knowledge and broker/dealer operations support while collaborating with senior wholesalers to grow business.

Perform data entry, verify and maintain records, follow established operational and compliance procedures, support routine reporting and basic data analysis, and assist internal clients while developing procedural skills through training and coaching.

Participate in the Advisory Mastery Program to train as a Financial Advisor: build client pipeline, evaluate client financial needs, recommend suitable investment products, obtain required industry licenses, meet production targets, and complete program training and assignments.

Provide oversight and support for production of client statements and trade confirmations, research and resolve complex data issues, lead functional testing (UAT), coordinate cross-functional remediation, manage production QA and business continuity activities, and support process improvements to reduce risk and ensure regulatory compliance.

The Financial Advisor Trainee will learn to develop client relationships, manage investments, and provide financial advice, aiming to build a successful advisory practice through training and mentorship.

Manage and supervise a team of AML analysts focused on enhanced due diligence. Oversee investigations, develop metrics and reports, provide training and mentoring, escalate AML and reputational risks, ensure compliance with USA PATRIOT Act and related regulations, respond to regulatory inquiries, and maintain AML policy and best-practice knowledge.

Process and approve external account transfers, verify legal documentation, resolve and escalate complex issues, perform data entry and recordkeeping, provide customer support to internal teams and clients, follow regulatory procedures, and maintain departmental metrics and procedural skills through training.

Handle new client onboarding and existing account maintenance, troubleshoot documentation mismatches, provide operational support to advisors and clients via phone/email, collaborate with Trade Operations and Business Development to ensure efficient account setup, and perform miscellaneous operational duties to improve client experience.

Build and maintain production-quality Python code for portfolio construction, optimization, and statistical analysis. Automate investment workflows, validate models, and create interactive visualizations to support investment decision-making and reporting.

The Senior Analyst develops data models, performs quality assurance, collaborates with IT and stakeholders, and optimizes processes in Risk Management.

The TPRM Manager oversees risk management processes, leads projects, manages staff, and ensures compliance with risk policies while providing risk assessments and solutions.

The Operations Manager is responsible for overseeing account services, reconciliations, risk management, process improvements, and team performance within a financial service environment.

The Account Transfer Associate facilitates asset transfers, resolves issues, monitors workflows, provides client support, and ensures adherence to procedures, while maintaining professionalism and accuracy.

The Financial Advisor Trainee participates in the Advisory Mastery Program to develop skills for client relationship management, investment advising, and achieving production targets, while obtaining necessary financial licenses.

The Financial Planning Consultant collaborates with Financial Advisors to evaluate and design comprehensive financial plans, conducts financial analysis, and educates clients on various options to achieve their financial goals.

Lead design, develop, test, and support ServiceNow applications (ITSM, SAM Pro, Service Portal, Integration Hub); architect scalable solutions, implement automation workflows, perform integrations (REST, LDAP, AD, JDBC), champion change management, and deliver in Agile frameworks while collaborating with stakeholders.

Lead architecture, delivery, and modernization of the firm's trading microservices platform. Drive service decomposition, API and event-driven designs, ensure low-latency/high-throughput performance, resiliency, observability, and regulatory compliance. Own roadmaps, delivery execution, cross-functional coordination, and mentor engineering and architecture teams to maintain production stability and continuous improvement.

Trainee program to develop into a Financial Advisor: complete rotations and training, build a client pipeline, evaluate client financial needs, recommend investment solutions, obtain required FINRA and insurance licenses, meet production and AUM targets, and deliver high-level client service.