VP Investment Banking - ESOP

Raymond JamesSaint Petersburg, FL
1d$130,000 - $250,000Onsite

About The Position

Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements.

Requirements

  • Use understanding of the business environment and objectives in developing solutions.
  • Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
  • Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
  • Interpret and apply knowledge of laws, regulations and policies in area of expertise.
  • Bachelor’s: Accounting (Required)
  • Bachelor’s: Business Administration (Required)
  • Bachelor’s: Finance (Required)
  • General Experience - More than 15 years
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

  • Take responsibility for developing and delivering an important part of the organization's investment policy.
  • Also responsible for maximizing the value of investments by managing an investment department or unit.
  • Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
  • Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
  • Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels.
  • Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues.
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