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A financial services firm in New York seeks a mid-level investment banking coordinator.This role requires over 15 years of experience and a background in Accounting, Business Administration, or Finance.Responsibilities include developing investment policies, maximizing investment value, and implemen

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client‑first, integrity, independence and a conservative, long‑term view. At Raymond James – as part of our people‑first culture, we honor, valu

A financial services firm based in New York seeks an experienced professional with 10-15 years in the industry.Responsibilities include leading investment strategies, managing organizational risk, and ensuring compliance with regulations.Candidates must have a Bachelor's degree in Accounting, Busine

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Workstyle: Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliv

Job Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown Manhattan New York. Our client requires 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days per week in the midtown office. Responsibilities: • Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication, • Continually develop and strengthen relationships with clients, • Provide timely and accurate responses to operational and administrative client inquiries, • Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts, • Manage all communication between clients and the firm’s custodians, • Prepare for and complete special projects throughout the year, • 3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking, • Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous, • Knowledge of Tamarac CRM system is advantageous, • Excellent verbal and written communication skills, • Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan office, so please only apply if you are able to travel to this location, have relevant experience for the role and are eligible to work in the United States. The salary is flexible dependent on experience, the range is $90-110k base plus bonus. If your profile matches the above criteria, please email me directly and add me on LinkedIn, Trishan Khareghat.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and res

Manage electronic and high-touch execution for Asia equity flows; maintain market awareness and risk controls.Monitor overnight orders and positions; provide timely updates and handoffs to US day teams.Troubleshoot order lifecycle issues across OMS/EMS, FIX, algos/routers, and venue gateways; escala

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values o

Travel Less than 25% Workstyle Remote Expectations Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for deliver

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and res

A financial services firm is looking for a trading professional to manage Asia equity orders during market hours while providing high-quality electronic execution and client services.The ideal candidate possesses a Bachelor's degree in Finance or related fields, has 3–6 years of experience, and st

Key responsibilities Manage electronic and high-touch execution for Asia equity flows; maintain market awareness and risk controls.Monitor overnight orders and positions; provide timely updates and handoffs to US day teams.Troubleshoot order lifecycle issues across OMS/EMS, FIX, algos/routers, and v

A financial services company is seeking a Director of Business Development to lead relationship management and revenue generation across several states, including Idaho.This mid-senior level position requires building connections with financial advisors and retirement plan specialists.Candidates sho

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James - as part of our people-first culture, we honor, value, and r

Company Culture & Expectations At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client‑first, integrity, independence and a conservative, long‑term view.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James - as part of our people-first culture, we honor, value, and r

Collects fundamental research on related companies as requested by FinancialAdvisors.Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis onportfolios.Assists in preparation of written industry and company specificreports.Assist

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. Network in the community and effectively market him or herself and Raymond

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

Make authoritative recommendations that have a significant impact on the business over the short and long term.Recommendations could be technical or professional in nature.Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders in their decision-maki

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values

A leading financial services firm in New York is seeking an experienced professional responsible for developing and delivering investment policies.The role includes strategic risk modeling and financial management, requiring strong leadership to manage both internal and external client relationships

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a treasury/trading team.Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization.Analyze and evaluate the feasibility and relevance of

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

Under general supervision, the Underwriting Assistant supports the municipal underwriting team at Raymond James Financial by coordinating, reviewing, and executing processes associated with competitive and negotiated municipal bond transactions. Knowledge of Raymond James' organizational structure,

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

Coordinate outreach to Canadian corporations and all forms of corporate access with the corporate access team to ensure it does not conflict with outreach and corporate access initiated by Raymond James research personnel. Attends meetings and /or conferences to present Raymond James and its ideas t

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

Through distance learning, apprenticeship, and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. Network in the community and effectively market him or herself and Raymond

Under immediate supervision, performs routine work of the department using specialized knowledge and skills obtained through education, experience and/or specialized training to perform analytical and related assignments in support of Senior Investment Bankers and clients in Affordable Housing.Respo

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re

The Experience Analyst leverages background and business acumen to support strategic, operational, and experience-focused initiatives across the Investment Bank.This role operates as a part of an internal consulting team, collaborating with business leaders and internal partners to identify opportun

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. At Raymond James as part of our people-first culture, we honor, value, and re