Team Lead AMS Management Trading - Freedom Trading

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

Job Description

This position will follow our hybrid work model; we expect the selected candidate to work 3 days a week at our corporate office in Saint Petersburg, FL.

Job Summary

You will be a Team Lead of the AMS Freedom Trading team. As the Asset Management Trading Associate Team Lead, you will use the knowledge and skills gained through work experience to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various trading and analytical tasks that require evaluation and complex decision-making. This includes executing trades and resolving account issues.

Essential Duties and Responsibilities

• Overlay accounts to pre-defined MF/ETF trading models and execute trades based on product guidelines.


• Analyze individual account data to identify outliers of current model positions and resolve discrepancies.


• Research and resolve complex account errors, providing necessary trade corrections.


• Administer team workflow, ensuring timely processing of trade requests.


• Perform tax loss harvesting.


• Perform a variety of report generation and review.


• Field questions and resolve issues from various internal departments and branches.


• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

• General knowledge of managed account practices.


• Principles of banking and finance and securities industry trading and operations.


• Knowledge of products, including equities, ETFs, and Mutual Funds.


• Financial markets and investment products and services.


• Mathematical ability sufficient to calculate transactions accurately and efficiently.


• Intermediate Excel experience.

Skill In

• Advanced analytical skills: analyze data to draw logical conclusions and interpret results for use in decision-making.


• Personal resilience while providing high-level customer service in a fast-paced environment.


• Problem-solving that is sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.


• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Ability To

• Organize, prioritize, and manage multiple activities/tasks simultaneously and complete work efficiently.


• Communicate effectively and professionally, both orally and in writing.


• Ability to work independently as well as collaboratively within a team environment.


• Attend to detail while maintaining a big-picture orientation.


• Identify the needs of customers through effective questioning and listening techniques.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.

We Expect Our Associates At All Levels To

• Grow professionally and inspire others to do the same


• Work with and through others to achieve desired outcomes


• Make prompt, pragmatic choices and act with the client in mind


• Take ownership and hold themselves and others accountable for delivering results that matter


• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.