Retirement Plan & Institutional Platform Specialist
Raymond James & Associates, Inc., Research Division(26 days ago)
About this role
The Platform Specialist on the Institutional Fiduciary Solutions (IFS) team supports Financial Advisors and institutional retirement clients by advancing the IFS platform and advisor engagement. The role collaborates with internal stakeholders and business leaders to promote platform solutions, education, and strategic initiatives across retirement plan and institutional offerings.
Required Skills
- Content Development
- Content Management
- Presentation Design
- Email Communications
- Webinar Coordination
- Project Management
- Market Research
- Data Analysis
- Stakeholder Management
- Advisor Engagement
+4 more
Qualifications
- BS in Accounting
- BS in Business Administration
- BS in Finance
- SIE Preferred
- FINRA Series 7 Preferred
- AIF (or ability to obtain within one year)
- CRPS (or ability to obtain within one year)
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
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