Associate, Market Insights
About The Position
The Associate, Market Insights analyzes and evaluates customer needs and circumstances and develops strategies to mitigate market risks by using and customizing the bank's products. The role manages relationships with complex existing client accounts, develops relationship management plans, gathers market intelligence, and identifies solutions that meet business needs. It also contributes to risk management and risk control processes and represents the organization at business-sector events. Associates are expected to follow Raymond James' guiding behaviors—Develop, Collaborate, Decide, Deliver, and Improve—and its core values of client-first, integrity, independence, and a conservative, long-term view. The company describes its culture as people-first and values the uniqueness, experiences, and backgrounds of its associates. Raymond James is an equal opportunity employer.
Requirements
- Bachelor's degree required.
- Three to six years of general experience.
- Ability to articulate client needs in the client's business language and context.
- Ability to analyze and research client and market conditions and facts to develop a comprehensive understanding of the client and its market and enable maximum returns.
- Ability to accurately identify and understand key buying influences pertaining to an opportunity.
Responsibilities
- Develop and implement relationship management plans for complex existing client accounts, identifying and building relationships with relevant decision-makers and influencers to enable effective two-way information flow and issue resolution.
- Manage ongoing relationships with identified client segments, ensuring their needs are met and providing themes, summary analyses, and recommendations for changes based on client input.
- Develop and/or deliver contingency plans for significant aspects of risk management and/or risk control processes.
- Develop a personal network within the business sector and represent the organization at business-sector events.
- Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
- Identify and evaluate complex, expertise-led solutions against a range of criteria to find those that best meet business needs.
Benefits
- Medical, dental, and vision benefits
- Life insurance
- Critical illness insurance and accident insurance
- Disability benefits
- Retirement savings
- Paid time off, including vacation, holidays, and sick leave
- Parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
