Money Movement Leader and Coach

Raymond James; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

Raymond James is seeking a Manager, Supervision - Money Movement to lead a supervisory team overseeing client money and security movements. This player/coach role requires balancing hands-on work with coaching and development of associates.

You will review transactions, apply regulations and firm policies, and partner with financial advisors and operations to manage risk and ensure compliant outcomes for clients and the firm.

Responsibilities

• Lead, coach, mentor, and develop Money Movement associates; identify training needs, provide actionable feedback, evaluate performance, and support individual and team development.
• Plan, assign, monitor, review, and evaluate the work of associates while balancing service levels, risk, case complexity, staffing, and changing business priorities.
• Operate as a player/coach by maintaining an individual case load and personally reviewing and approving Money Movement transactions using applicable regulations, firm policies, supporting documentation, and sound supervisory judgment.
• Serve as an escalation point

Job description

Raymond James is seeking a Manager, Supervision - Money Movement to lead a supervisory team overseeing client money and security movements. This player/coach role requires balancing hands-on work with coaching and development of associates.

You will review transactions, apply regulations and firm policies, and partner with financial advisors and operations to manage risk and ensure compliant outcomes for clients and the firm.