Job Description Summary
Buy and sell assets and commodities for external clients (such as oil, electricity, shares, bonds, etc.). Build and maintain relationships with external customers, evaluate their portfolios and advise them on buying or selling.Job Description
Responsibilities:
- Develop and implement a relationship management plan for strategic, complex existing accounts to build key relationships at local and national levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage key client and customer relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.
- Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a trading team. Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization.
- Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues. May also be responsible for supervising activities performed by a financial product development or specialist team.
- Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.
Skills:
- Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
- Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.
- Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
Educational/Previous Experience Requirements
Bachelor’s Degree (B.A.) or equivalent with a minimum of ten (10) years of financial services experience.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied.
FINRA Series 7 and Series 55 licenses or the ability to obtain within sixty (60) days.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 3 to 6 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
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.
#LI-TG1Skills Required
- Bachelor's degree in Accounting, Business Administration, Finance or equivalent
- Minimum ten (10) years of financial services experience or equivalent combination of experience, education, and/or training
- Securities Industry Essentials (SIE) exam
- FINRA Series 7 and Series 55 licenses, or ability to obtain within 60 days
- Proven ability to analyze market and client conditions and perform quantitative/numerical analysis
- Resident (on-site) workstyle
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
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