Private Wealth Product Manager- Enterprise Cash Investment StrategistRaymond James Financial, Inc. - Saint Petersburg, FL
Private Wealth Product Manager- Enterprise Cash Investment Strategist','1800121','!*!Private Wealth Product Manager- Enterprise Cash
Raymond James Cash
Financial, Corporate Headquarters: St. Petersburg, FL
Job Summary & Responsibilities:
Raymond James is hiring a Private Wealth Cash
Strategies Product Manager to define and lead the strategy for the cash
management platform. This includes the
coordination of various stakeholder departments such as Fixed Income, Mutual
Funds research, Wealth Solutions, Asset Management, and other areas throughout
the firm along with the alignment of technology and resources in support of
The ideal contributor will:
other professionals in product management, communication of strategy
development, technology strategy, market analysis and internal advocacy for the
cash management platform.Lead
multiple projects with significant scope or impact and serves as an advisor on
larger internal products.Have
extensive contact with senior management and internal customers
Essential Duties and
strategy development, analysis of profitability drivers, product integration,
technology and product development for various components of the cash
management strategy initiative. Lead
development projects for new tools and resources including operational
improvements and advisor facing technology enhancements; act as a conduit for
advisor needs and best practices.Serves
as point of contact for technology, marketing, business decision and strategy
market research, identify market segments, develops product specifications and
incorporates requirements into planning processes.Actively
engage with financial advisors to support business development initiatives and
client prospecting efforts.Oversee
the development of communication and marketing plans for the different
components of the cash management strategy. Advocates
the growth and utilization of cash management resources and products throughout
with various departments to implement strategies and tactical plans across
and delivers presentations to groups, both at home office and conferences.Manage
the relationships with cash management related vendors and surveys the
competitive landscape for potential solutions. Support
Raymond James cash initiatives at industry organizations and conferences.Provides
analysis and reports on key success metrics for senior management. Determines
data requirements, captures metrics to evaluate process capability and performs
cost/benefits analyses. Analyzes
business processes and identifies process improvement opportunities.Prepares
reports of findings and options for organizational, process and systems design
changes and develops business cases to support project recommendations.Generates
policies and procedures paralleling the company’s strategic plan.Assist
in researching and resolving escalated customer complaints.Assists
in analyzing process improvement recommendations to ensure business cases are
sound and that all options are addressed and potential risks identified. Performs
other duties and responsibilities as assigned.
','!*!Knowledge, Skills, and Abilities:
principles, practices, concepts and procedures of investment management,
marketing and product management.
Financial advisor business models, profitability drivers, and sales management
regulations related to marketing financial services.
Financial markets and products.
analysis and projections. Performing
market research, identifying market segments and specifying product
standard office equipment and using required software applications to produce
documents such as presentations, reports, graphics, electronic communication,
spreadsheets, and databases.Critical
thinking, problem solving, creativity.Organizational
skills, including a high level of accuracy and attention to detail.Effective
oral and written communications sufficient to convey details on SBL product and
processes with all organizational levels, including retail lending, bank and
PCG management.Word processing,
spreadsheet and typing sufficient to produce spreadsheets with basic formulas
and business form letters and memos.Operating
standard office equipment and using required software applications.
with other functional areas to accomplish objectives.Think
quickly and creatively, overcome objection, and react well to deadline
and work concurrently on multiple assignments to meet conflicting deadlines in
a fast-paced work environment. Work
independently as well as collaboratively in a team environment.Provide
a high level of customer service.Communicate
effectively, both orally and in writing, with all organizational levels.Facilitate
meetings, ensuring that all viewpoints, ideas and problems are addressed.
(BA) in finance, marketing or business administration with a minimum of six (6)
years in the financial service industry. Practical knowledge of the concepts of
investment management and retirement planning.
combination of experience, education, and/or training as approved by Human
FINRA Series 7 Required.
Travel: Up to 25%
For more information about Raymond James
Cash Management Products, please visit:
About Raymond James:
Founded in 1962 and a
public company since 1983, Raymond James is a Florida-based diversified holding
company providing financial services to individuals, corporations and
municipalities through its subsidiary companies engaged primarily in investment
and financial planning, in addition to capital markets and asset management.
The firm's stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has
approximately 6,200 financial advisors serving more than 2.5 million accounts
in approximately 2,500 locations throughout the United States, Canada and
overseas. In addition, total client assets are approximately $454 billion.
Raymond James has been recognized nationally for its community support and
corporate philanthropy. The company has been ranked as one of the best in the
country in customer service, as a great place to work and as a national leader
in support of the arts.
','Banking','US-FL-St. Petersburg-Saint Petersburg','','RJ Bank','Full-time','Day Job','Yes, 25 % of the Time','Private Wealth Product Manager- Enterprise Cash Investment Strategist'
6 days 16 hours ago
applyPrivate Wealth Product Manager- Enterprise Cash Investment Strategist Raymond James Financial, Inc. - Saint Petersburg, FL, United States
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).You can call it Ray or you can call it Ray Jay. Raymond James Financial doesn't mind as long as it's calling on customers. It offers investment and financial planning services primarily through subsidiary Raymond James & Associates (RJA), which provides securities brokerage, investment banking, and financial advisory services in North America and Europe. Its Raymond James Financial Services offers financial planning and brokerage services via independent financial advisors, as well as through alliances with community banks. Other units provide asset management, trust, and banking services. The firm has more than 2,500 traditional branches, satellite offices, and independent contractor branches.
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