Director, Institutional Platform
Raymond James & Associates, Inc., Research Division(26 days ago)
About this role
The role leads strategy, design, and execution of the firm’s institutional platform, managing a team responsible for solutions that support financial advisors serving institutional clients such as endowments, foundations, non-profits, and corporations. The position oversees the institutional platform and services portfolio to ensure investment programs, technology, reporting, partnerships, and service models operate cohesively to meet advisor and client needs.
Required Skills
- Institutional Platform
- Product Management
- Portfolio Management
- Advisor Relations
- Strategic Planning
- Regulatory Compliance
- Communication
- Team Leadership
- Competitive Intelligence
- Marketing Collaboration
Qualifications
- Bachelor’s: Business Administration
- SIE
- FINRA Series 7
- FINRA Series 66
- CFA
- CIMA
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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