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Completes Raymond James’s Advisor Mastery Program while developing a financial advisory practice. Responsibilities include prospecting, networking, building a client book, assessing financial needs, recommending suitable investments, managing portfolios and accounts, executing transactions, maintaining records, providing client service, meeting production targets, and completing required training and FINRA licensing.

Leads Workday HR transformation initiatives by governing enhancement intake, prioritization, roadmaps, and delivery. Combines project management and business analysis to elicit requirements, map processes, assess impacts, design scalable Workday solutions, and coordinate testing and deployment. Partners with HR, IT, and senior stakeholders, manages risks and dependencies, and drives adoption and measurable business value. Workday configuration expertise is essential, with Talent Management and Talent Acquisition experience preferred.

Supports early careers recruiting through student sourcing, talent community engagement, campus recruiting, candidate marketing, recruiting platform administration, referral program management, university relations, and process improvement. The role manages recruiting technology, communications, workflows, reporting, vendor coordination, and candidate engagement initiatives for internships, MBA recruiting, and early talent pipelines.

Supports Financial Advisors by analyzing investment portfolios, asset allocation, holdings, investment products, and performance. Conducts industry and company research, develops financial models and forecasts, prepares portfolio analyses, reports, presentations, proposals, and investment strategy materials. Assists with individualized client investment strategies, manager reviews, benchmarking, and client inquiries for high-net-worth and institutional clients.

Conducts internal audits, risk assessments, control testing, and continuous monitoring for assigned business processes. Evaluates control environments, identifies operational risks and weaknesses, documents findings, recommends process improvements, and verifies issue closure. Partners with audit teams, business stakeholders, and control owners while analyzing regulatory changes, financial products, and risk trends. Prepares written recommendations and presents complex issues to management.

Develops and manages client relationships, identifies financial needs, recommends suitable investment products, builds a book of business, prospects for new clients, and meets production goals. The role includes comprehensive training, mentorship, sales development, and obtaining required securities and insurance licenses within specified timeframes.

Conduct risk-based reviews of investment advisory and trading activity, RIA oversight, regulatory filings, disclosures, and supervisory documentation. Investigate potential compliance concerns, document findings, coordinate remediation, communicate with advisors and internal partners, maintain supervisory procedures, support training, and contribute to process-improvement projects. The role requires sound judgment, securities-industry knowledge, regulatory research skills, and the ability to balance risk management with business support.

Manage mutual fund account services operations, including complex cash and share reconciliations, transaction aging, general ledger monitoring, risk controls, reporting, and process improvements. Lead teams, manage performance, support strategic planning and budgeting, oversee UAT and implementation activities, develop procedures, and ensure compliance with financial regulations and organizational policies.

Provides desktop and end-user IT support by troubleshooting hardware, software, operating systems, mobile devices, and applications. Handles incidents and service requests, documents resolutions, installs software images, performs hardware diagnostics, supports testing and technology projects, and contributes to knowledge-base materials. Communicates technical issues to nontechnical users and participates in on-call coverage. The role is fully onsite in St. Petersburg, Florida, with travel to branch offices of less than 25%.

Supports cross-border strategy by analyzing international footprint and jurisdictional exposure, improving processes, evaluating project risks, preparing reports and analytics, and advising financial advisors and internal stakeholders. The role manages stakeholder engagement, develops recommendations, supports compliance and enterprise readiness, and contributes to project planning, testing, budgeting, and continuous improvement.