Raymond James & Associates, Inc., Research Division

Director, Institutional Platform

Raymond James & Associates, Inc., Research Division(26 days ago)

HybridFull TimeManager$104,403 - $137,546 (estimated)Finance/Investment Services
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About this role

The role involves managing a team and leading the strategy, design, and execution of an institutional platform that supports financial advisors and their clients across various organization types. It focuses on enhancing platform solutions, overseeing product and service portfolios, and ensuring alignment with client and market needs.

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Required Skills

  • InvestmentPlatform
  • FinancialServices
  • ClientRelations
  • ProductManagement
  • TechnologySolutions
  • AdvisoryServices
  • Reporting
  • MarketResearch
  • TeamLeadership
  • Communication

Qualifications

  • BS in Business Administration
  • Series 7
  • Series 66
  • CFA or CIMA (preferred)

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