Lead Trader - Managed Accounts & Overlays

Raymond James; Memphis (TN); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Raymond James in Saint Petersburg, FL is seeking a Team Lead for the AMS Freedom Trading team. You will review and apply model portfolio overlays on MF/ETF managed accounts, execute trades, and resolve account issues under general supervision.

Hybrid role with required analytical skills, Excel proficiency, and knowledge of equities, ETFs, and mutual funds. You will oversee workflow, tax loss harvesting, and reporting while collaborating across departments.

Qualifications

• 3+ years in asset management trading or similar
• Experience overlaying MF/ETF models
• Strong analytical and Excel skills

Responsibilities

• Overlay MF/ETF models in client accounts and execute trades per guidelines
• Identify data outliers and resolve discrepancies in model positions
• Research and correct complex account errors and trade issues
• Manage team workflow to ensure timely processing of trade requests
• Perform tax loss harvesting and routine reporting
• Collaborate with internal departments to resolve inquiries

Skills

Managed accounts knowledge

Equities & ETFs

Excel

Financial markets

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

High School Diploma

Tools

Trading platforms

Job description

Raymond James in Saint Petersburg, FL is seeking a Team Lead for the AMS Freedom Trading team. You will review and apply model portfolio overlays on MF/ETF managed accounts, execute trades, and resolve account issues under general supervision.

Hybrid role with required analytical skills, Excel proficiency, and knowledge of equities, ETFs, and mutual funds. You will oversee workflow, tax loss harvesting, and reporting while collaborating across departments.