Top Tech Jobs & Startup Jobs

Supports Financial Advisors and branch professionals with retirement and financial planning software. Designs retirement plan analyses, researches planning alternatives, troubleshoots proprietary and commercial applications, resolves escalated issues, documents solutions, trains users, tests product releases, and communicates technical information. The role requires financial industry knowledge, software and hardware troubleshooting skills, strong customer service, and the ability to manage multiple priorities.

Prepares financial models, compensation pro formas, management reports, cost allocation methodologies, and organization-wide surveys. Analyzes financial information, resolves accounting and cost allocation issues, supports advisor recruiting decisions, and recommends process improvements. The role requires advanced Excel skills, sound financial reporting knowledge, independent judgment, and effective communication with management and internal stakeholders.

Supports fee-based trading administration through agreement processing, reconciliations, account distributions, terminations, record maintenance, issue resolution, and advisor inquiries. Coordinates between branch offices and the Home Office, researches complex operational issues, assists with special projects, monitors documentation, and trains team members. The role requires organization, data analysis, problem solving, and effective communication in a fast-paced financial services environment.

Develop, test, implement, maintain, and support scalable full-stack applications using Angular, .NET, Oracle, and SQL Server. Analyze requirements, design system components, investigate and resolve production defects, document technical specifications, and contribute to software testing and validation. The role may lead projects, recommend technologies, assist junior engineers and QA/BA partners, and support continuous improvement across the software development lifecycle.

Provides customer account servicing and call center support by answering inquiries, updating and verifying account data, maintaining records, processing transactions, and following regulatory and firm procedures. The role resolves basic issues, escalates complex matters, supports Financial Advisors and internal associates, identifies service opportunities, and helps ensure positive customer experiences. It is a hybrid position requiring three days per week in the Memphis office.

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.