Top Tech Jobs & Startup Jobs

Leads investor origination and institutional client coverage for a renewable energy tax credit investment platform. Develops investor relationships, structures transactions, evaluates economics and risk, prepares presentations, coordinates diligence, negotiates commercial terms, and drives transactions through closing and funding. Maintains investor pipelines, monitors tax credit markets and pricing, supports Investment Committee activities, and represents the platform externally.

Build and maintain financial models for renewable energy and tax credit investments. Support underwriting, forecasting, valuation, scenario analysis, sensitivity testing, and investment proposal development. Review third-party models, assess project economics and risks, prepare investment committee and investor materials, and coordinate with tax, accounting, legal, and transaction stakeholders. Monitor market and regulatory developments while supporting portfolio planning and ad hoc analysis.

Manages complex client relationships, develops relationship plans, gathers market intelligence, analyzes client and market conditions, and recommends tailored solutions. The role identifies decision-makers and buying influences, addresses client needs, supports risk-management contingency planning, represents the organization at industry events, and strengthens visibility of its products and services.

Participate in Raymond James’ Advisory Mastery Program to develop financial advisory, investment, and sales skills. Build a client pipeline through prospecting and networking, assess client financial needs and risk profiles, recommend suitable investment products, manage client relationships, and develop a book of business. Complete required training, meet production standards, and obtain FINRA and insurance licenses within specified timeframes.

Supervises a team responsible for 1099 tax reporting, regulatory filings, tax compliance, process improvements, audits, and internal controls. Reviews tax documents, monitors regulatory changes, resolves complex issues, manages performance and schedules, tracks budgets and risks, and supports automation and strategic planning. Requires FINRA SIE and Series 99 registrations or the ability to obtain them within 120 days.

Provides operational and administrative support for charitable giving accounts. Processes account openings, contributions, asset transfers, charity due diligence, grant distributions, and maintenance transactions. Reviews documentation for accuracy and compliance, researches routine exceptions, updates company systems, communicates with donors and stakeholders, responds to inquiries, and supports process improvement initiatives while meeting service, quality, productivity, and regulatory standards.

Manages the lifecycle of Microsoft 365 digital workplace products, including Teams, SharePoint, OneDrive, Copilot, and Power Platform. Develops requirements, roadmaps, backlogs, business cases, and test plans; analyzes feedback and product performance; coordinates stakeholders across business, engineering, operations, and communications; supports change initiatives; and serves as a liaison between users and technical teams.

Participates in Raymond James' Advisor Mastery Program to develop financial advising, sales, investment management, client service, and compliance skills. Builds a client pipeline through prospecting and networking, evaluates financial needs and portfolios, recommends suitable investment products, manages accounts, processes transactions, and maintains records. Completes training, licensing, assessments, and production requirements while developing a long-term financial advisory practice.

Processes external client account transfers by reviewing requests, verifying legal documentation, screening transfer forms, entering and validating data, maintaining records, and resolving routine inquiries. The role supports internal associates and financial advisors, handles escalated issues under supervision, monitors workflow and metrics, follows regulatory procedures, and provides professional customer service. It requires strong communication, analytical, organizational, and procedural skills in a hybrid financial-services environment.

The Senior Business Analyst partners with business and technology teams to support account transfers and large-scale conversions. Responsibilities include gathering and documenting functional and non-functional requirements, analyzing data, mapping business processes, supporting application development and testing, translating between technical and business stakeholders, and assisting with project planning. The role requires knowledge of SDLC methodologies, risk and change management, relational databases, and software testing, with occasional non-standard shifts.