Retirement Plan & Institutional Platform Specialist
Raymond James
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.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
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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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View leadership team, funding history,
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Salary
$75k – $100k
per year