Asset & Risk Optimization Lead

Raymond James Financial, Inc.; Saint Petersburg (FL); Hybrid; USD 85,000 - 135,000; Full time

Job summary

Raymond James Financial, Inc. seeks a seasoned professional to plan, implement, and monitor the lifecycle of assets, ensuring acquisitions, maintenance, utilization, and disposal align with strategic goals.

You will analyze performance, risks, and costs to recommend improvements or replacements, and craft plans for internal communications under senior guidance. A 10–15 year track record in related roles is expected.

Qualifications

• Bachelor’s degrees in Accounting, Business Administration, Finance are required.
• SIE certification required by FINRA, TCS certification preferred.
• 10–15 years of general work experience in the field is expected.

Responsibilities

• Make authoritative recommendations about technical or professional solutions that would significantly improve business performance.
• Develop and/or deliver a plan for significant aspects of a research program, with guidance from senior colleagues.
• Make authoritative recommendations with a significant short- and long-term business impact, technical or professional in nature.
• Develop and/or deliver a plan for significant aspects of internal communications with guidance from senior colleagues.

Skills

Data analysis

Data processing

Decision making

Research planning

Communication

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Securities Industry Essentials Exam (SIE)

Tax Credit Specialist (TCS)

Job description

Raymond James Financial, Inc. seeks a seasoned professional to plan, implement, and monitor the lifecycle of assets, ensuring acquisitions, maintenance, utilization, and disposal align with strategic goals.

You will analyze performance, risks, and costs to recommend improvements or replacements, and craft plans for internal communications under senior guidance. A 10–15 year track record in related roles is expected.