Raymond James

Senior Advisor, Compliance PCG Branch Exams

Raymond James

3 months ago
Remote
Full Time
Medior
1 applicant
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Raymond James
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About this role

Conducts onsite branch examinations of retail brokerage offices across the U.S., using securities industry knowledge to assess adherence to firm policies and regulatory requirements. Responsible for documenting testing activities and communicating findings to branch management and compliance leadership. Works under administrative direction and supports identification and escalation of compliance risks.

Skills

Qualifications

Bachelor's DegreeSeries 7Series 24Series 9Series 10
Raymond James

About Raymond James

rjcapitalmarkets.com

N/A

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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