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Completes training and rotations to become a financial advisor. Builds a client book of business through prospecting, networking, and community engagement; evaluates financial needs, recommends suitable investment products, manages portfolios and client accounts, processes transactions, and provides ongoing service. Maintains compliance, completes required licensing, meets production targets, and develops long-term client relationships.

Leads business analysis for cash management technology applications, gathering functional and non-functional requirements, analyzing data, documenting processes, supporting development and testing, and translating between business and technical stakeholders. Partners on project planning, risk and change management, user experience prototypes, implementation estimates, and test validation. Requires strong financial services knowledge, application testing experience, database querying, data mapping, SDLC expertise, and familiarity with Agile, Waterfall, and hybrid methodologies.

Develop and support Qlik solutions across the full application lifecycle, including requirements analysis, data integration, scripting, modeling, transformation, testing, deployment, troubleshooting, and production support. The role emphasizes Qlik Cloud modernization, automation, cloud connectivity, enterprise data sources, and scalable technical solutions. It also requires collaboration with stakeholders and technology teams, documentation, standards development, continuous improvement, and identifying opportunities to apply AI and automation.

Participates in Raymond James’s Advisory Mastery Program to become a Financial Advisor. Develops client pipelines through prospecting, networking, and community involvement; evaluates client financial needs and investments; recommends suitable financial products; builds a book of business; completes training and meets production standards. The role requires strong communication, sales, presentation, relationship-building, problem-solving, and resilience skills, along with obtaining required securities and insurance licenses.

Provides advanced application support for proprietary financial-services applications. Responsibilities include escalating and resolving complex incidents, troubleshooting with logs and debugging tools, reproducing issues, performing root cause analysis, developing workarounds, documenting findings, maintaining knowledge articles, and collaborating with software development teams on remediation and application stability.

Manages the design, development, delivery, and evaluation of training and development programs for early-career professionals. Responsibilities include onboarding, course and content development, facilitation, stakeholder collaboration, capability assessment, program measurement, process improvement, budgeting, project management, and benchmarking learning trends. The role supports associate performance, engagement, retention, and continuous development through in-person and virtual learning experiences.

Owns the strategy, roadmap, backlog, delivery, modernization, and lifecycle of electronic trading technology products supporting institutional equities. Partners with trading desks, Engineering, Operations, Risk, Compliance, vendors, and clients to prioritize investments, define requirements, manage incidents, ensure controls, and improve trading outcomes. Requires deep sell-side institutional equities and electronic trading expertise, strong stakeholder influence, and at least seven years of relevant product management experience.

Leads comprehensive internal, Sarbanes-Oxley, and operational audits for Raymond James Bank. Develops audit programs, risk profiles, objectives, and control reviews; manages engagements through reporting; evaluates control effectiveness; finalizes findings; and communicates recommendations to management. Oversees audit work, provides technical guidance and feedback, monitors control metrics, maintains stakeholder relationships, and stays current on regulatory changes affecting financial services.

Designs PowerPoint presentations, pitch books, templates, infographics, charts, and other visual materials for investment banking. Translates complex financial and strategic information into clear, polished communications while applying company and client brand standards. Collaborates with bankers and business stakeholders, manages multiple deadlines, reviews work for quality and accuracy, maintains digital assets, and supports presentation design teams. Requires advanced PowerPoint and Adobe Creative Cloud expertise, strong information design skills, and experience with branded presentation systems.

Participates in the Advisor Mastery Program to develop financial advising, sales, investment management, and client service skills. Builds a client book through prospecting, networking, and community engagement; evaluates financial needs and recommends suitable investment products. Manages client accounts, monitors portfolios, processes transactions, maintains records, meets production targets, completes training, and obtains required financial industry licenses.