- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and executing investment opportunities within the financial advisory sector, deploying Raymond James ' capital to support and expand its network of advisors ... value. **Responsibilities:** + Lead deal creation and execution for private equity investments in financial advisory firms....equity partnership to support branch growth in alignment with Raymond James ' operational and strategic goals. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. + Apply financial ... as assigned. **Knowledge, Skills, and Abilities** **Knowledge of:** + Advanced investment concepts, practices, and procedures used in the securities industry. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Ability to think independently and quickly and convey a positive impression of Raymond James to third parties. + Operating standard office equipment and using ... role will materially support the firm's goal of delivering a menu of high-quality private markets investment opportunities to private wealth clients, with a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Suppliers Solutions serves and consults Private Client Group advisors with Raymond James broker/dealers, on third-party supplier software tools and services. ... ** Raymond James Overview** **One of the...and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset ... . Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Equity and Fixed Income Investment Solutions. + Asset Management. + Private Investments . + Financial Statement Analysis + Bank Holding Company Act ... and Responsibilities** + Lead the launch of new businesses, products, and investment capabilities with a strong focus on delivering positive client outcomes and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Execution of the risk-based branch exam program in FINRA-registered and non-registered Private Client Group branches across the country + Detailed documentation of ... of the SEC, FINRA, and state securities regulatory agencies + Fundamental investment concepts, practices, and procedures used in the securities industry + Financial… more