Investment Banking VP: Strategy, Clients & Risk

Raymondjames; New York (NY); Vor Ort; USD 110.000 - 170.000; Vollzeit

Zusammenfassung

Raymond James is seeking a mid-level professional to coordinate and execute investment banking activities, evaluating risk, and aligning with applicable legal and regulatory requirements. The role encompasses policy development, client engagement, and strategic relationship management across global accounts.

The incumbent will contribute to investment policy delivery, product development programs, and stakeholder communications while ensuring compliance and alignment with corporate policies.

Qualifikationen

• Flexible, high-level planning and prioritization skills.
• Strong ability to communicate clearly and influence stakeholders.
• Ability to analyze data and market conditions to inform decisions.
• Knowledge of laws, regulations, and policies relevant to the function.

Aufgaben

• Take responsibility for developing and delivering an important part of the organization's investment policy.
• Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
• Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues. Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization.
• 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 customer organization to ensure effective two-way flow of information and resolution of issues.
• Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
• Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
• Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework.
• Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
• Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.

Kenntnisse

Planning

Prioritization

Stakeholder mgmt

Communication

Data analysis

Regulatory knowledge

Client relationships

Risk management

Jobbeschreibung

Raymond James is seeking a mid-level professional to coordinate and execute investment banking activities, evaluating risk, and aligning with applicable legal and regulatory requirements. The role encompasses policy development, client engagement, and strategic relationship management across global accounts.

The incumbent will contribute to investment policy delivery, product development programs, and stakeholder communications while ensuring compliance and alignment with corporate policies.