Jobs at Raymond James

Provide front-line second-line hardware and software support in a contact center. Troubleshoot, diagnose, escalate outages, assist with installations and forms, document activities, carry rotating on-call, and follow procedures to meet service targets.

Buy and sell assets and commodities for external clients, build and maintain client relationships, lead trading activities and teams, evaluate complex financial products, and provide market-driven advice to maximize client returns.

Conduct equity and economic research using primary data sources and business intelligence tools; prepare data and analytics reports; analyze trends, draw conclusions, and contribute evaluations of external developments. Work independently within established research systems and may provide technical guidance.

Provide inbound support to financial advisors and branch personnel via phone and email; establish and process new client accounts; ensure AML/KYC compliance; perform accurate data entry and basic data analysis; meet SLAs and deliver high-quality customer service in a hybrid, fast-paced environment.

Support daily mutual fund position and cash reconciliations by identifying, investigating, and resolving discrepancies between vendors, fund companies, and the firm's books. Prepare reconciliation reports and exception logs, perform root cause analysis, assist with process and system improvements, and support audits and regulatory requests. Provide guidance to team members and collaborate with internal and external partners to ensure accurate transaction processing.

Trainees complete classroom and on-the-job training to build a client-focused advisory practice: prospecting, developing a book of business, providing investment recommendations, managing client relationships and accounts, meeting production targets, obtaining required industry licenses, and delivering high client service while learning compliance and financial planning.

Trainee learns to build a financial advisory practice through apprenticeship, training, licensing, and mentorship. Responsibilities include client development, investment recommendations, account management, prospecting, meeting production targets, completing AMP training and obtaining required industry licenses.

Lead enterprise analytics and data product strategy, defining an AI-enabled data marketplace, semantic models, governed self-service analytics, and tooling roadmaps. Partner with business and tech teams to translate needs into data products, shape AI-enabled capabilities, ensure trust and governance, drive adoption, and measure business value and quality.

Greet visitors, handle basic customer inquiries by phone/email/mail, perform data entry and file maintenance, document counter transactions, follow procedures and regulatory standards, and participate in training to build procedural and technical skills.

Support Financial Advisors by conducting investment and company research, preparing written reports and presentations, building financial models, analyzing portfolio analytics and asset allocation, and generating performance and peer-group reports. Assist in client meetings, develop individualized investment strategies, maintain review checklists, and complete ad hoc projects as assigned.

The Account Transfer Associate facilitates asset transfers, resolves client inquiries, performs data entry, and engages with internal teams, ensuring accurate documentation and high service standards.

Lead HP NonStop engineer responsible for designing, coding, testing, implementing, maintaining, and supporting back-office securities applications. Analyze business requirements, resolve complex defects, lead projects, create documentation, participate in SDLC and testing, recommend technologies, and collaborate with distributed teams. May work non-standard shifts and participate in on-call rotation.

The Senior Business Analyst collaborates with the Technology Team to document requirements, support business initiatives for loan origination, and ensure successful technology solutions in the financial services sector.

Supervise a call-center style investment operations team delivering client service, training and staffing oversight, trade execution and transaction processing, account management for varied account types, escalation resolution, process documentation, and coordination with home office departments to mitigate risk and report team performance.

Serve as primary client contact for assigned accounts: deepen relationships, schedule and support portfolio reviews, manage referrals and onboarding, prepare client communications and documentation, ensure compliance, assist advisor with administrative tasks, and provide market and performance updates. Requires trading experience and support of financial planning and managed account platforms.

Provide front-desk reception, handle telephone and visitor inquiries, process money movements and securities transactions, support client onboarding and cashiering compliance, maintain records and office supplies, assist branch management with audits and administrative tasks.

Manage and strengthen strategic relationships with mutual fund, ETF, annuity and asset management partners. Coordinate partner-supported advisor education, events and compliance reviews; provide reporting, business planning, financial modeling and negotiation; collaborate with internal teams and represent the firm at industry events.

Build comprehensive financial plans using MoneyGuidePro, enter/analyze client data, cover Social Security, healthcare, retirement income, insurance, tax and estate planning, support Financial Advisors, resolve complex issues, and deliver accurate, timely client service.

Serve as the Workday reporting expert to design, build, and maintain Matrix and Composite reports, dashboards, and Prism data solutions. Deliver HR analytics, forecasts, KPIs, and governance; support workforce planning, compliance, documentation, stakeholder presentations, and mentor junior staff.

Participate in a structured advisor training program to develop prospecting and client-management skills, obtain required securities and insurance licenses, build a book of business, recommend suitable investment products, and meet AMP production and performance targets while leveraging internal resources and mentorship.