Director, Institutional Platform
Raymond James
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.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$102k – $134k
per year
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