- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective of ... + **Essential Duties and Responsibilities** * Demonstrates a commitment to Raymond James ' core values - namely putting the interests… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or training to facilitate the operational and trading functions of the Raymond James Structured Investments ("RJ SI") Platform. Follows established procedures ... executes trades for structured investments and provides timely execution reports to financial advisors. Guides financial advisors and Management in the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a high level of autonomy, the Director of Business Intelligence will partner with Raymond James Technology and Financial Crimes Management stakeholders to ... lead the transformation of the BI function within Financial Crimes Analytics (FCA). This is a player-coach role...dashboards and workflows. Reporting to the Vice President of Financial Crimes Analytics, this individual will manage and mentor… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and procedures of auditing and risk assessment. + Fundamental concepts of financial markets and products. + Fundamental concepts of finance and accounting. + ... or Accounting and a minimum of three (3) years of experience in the financial services industry + OR ~ + Any equivalent combination of education, experience and/or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, ... headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to five (5) years of experience in custody, clearing, marketing, or other financial services environment. + OR ~ + Any equivalent combination of experience, ... education, and/or training as approved by Human Resources. **Licenses/Certifications** + Series 7 & Series 63 more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as well as formal and informal training and coaching. **Knowledge of:** + Financial markets and products. + Fundamental concepts of calculating capital gains and ... losses. + Fundamental investment concepts, practices and procedures used in the securities industry. **Skills:** + Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …batch processing use cases. + Strong understanding of data management practices and financial services domain. + Ability to create access roles and access guidelines ... cases and BI tools such as Tableau, ThoughtSpot, and SageMaker. + Financial Services experience is preferred. **Licenses/Certifications:** + AWS or a relevant cloud… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …financial services standards and practices. They will also coordinate with other Raymond James departments, and make judgements and recommendations based on ... Creates detailed business requirements for functional requirements with focus on financial and organizational data. + Gathers and interprets information from… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and claims handling. + Insurance industry and terminology. . Fundamental concepts of financial markets and products. + Financial markets and products. + ... Fundamental subject matter expertise associated with the area of responsibility. **Skill in** + Working understanding of insurance. + Works well individually, and in teams, shares information, and supports colleagues. + Strong verbal and written communication… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …: + Produce, update, and provide best practice support on Microsoft documents, databases, and other departmental systems. Tasks may include purchasing materials, ... entering budgetary information, and recording time and expenses. + Prepare routine letters, email, minutes of meetings, and reports for approval by more senior colleagues or a senior executive. + Schedule appointments, make arrangements for meetings and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to job responsibilities, department and division. + Products concepts relating to financial services industry, including financial instruments, financial ... management, and cash and capital principles. + General office practices and procedures. **Skills:** + Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and to develop appropriate plans or deliver actions required. + Identifying financial events that affect balancing and reconciliation. + Reconciling and correcting ... + Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. + Use standard office software to carry out basic formatting of letters, memoranda, and routine… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver ... and Marketing Cloud. + Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR). + Monitor… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …plans. + Managing projects, using established project management methodologies. + Reviewing financial data as well as preparing budgets and financial forecasts. ... + Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents. + Interpret and apply policies in order… more
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