**Raymond James Overview** **One of the largest independent financial services firms in the country could** **be** **the place** **you build** **a career beyond your expectations.** Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. **Job Summary** Raymond James Global Wealth Solutions (GWS) provides a leading platform delivering customized planning and investment solutions, investment thought leadership, and strategy. GWS offers comprehensive solutions within every wealth demographic via Investment Strategy, Wealth Planning, Investment Solutions, Insurance Solutions, Capital Markets, Institutional Fiduciary Solutions, and Private Institutional Clients (PIC) to more than Raymond James 8,000 Financial Advisors. This role will be supporting one of the various business units in GWS based off needs of the organization ranging from Alternative Investments, Structured Investments, Wealth Planning, PIC, Mutual Funds, IFS, and more. Under general supervision, uses skills gained through training and experience to provide support for GWS. Follows established procedures to perform routine tasks and assists on assigned projects. Follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to Management. Routine contact with internal and external partners may be required to obtain, clarify, or provide facts and information. **Essential Duties and Responsibilities** + Through training and educational sessions, gain knowledgeand understanding of the assigned GWS business unit to support business functions. + Engage with platform stakeholders including Financial Advisors, external partners, and other Raymond James Home Office departments. + Builds project plans for assigned projects based on resource estimates, timelines, budget, and other financial information. + Analyzes and summarizes project data and disseminates outcomes to appropriate parties. + Use reporting and performance indicators to propose and/or assistwith improvement initiatives. + Extracts and interprets information and evaluates market data most pertinent to the business unit. + Independently researches and recommends solutions to complex problems. + Cultivate a network of resources within the Firm upon which to call for assistance. + Perform special projects as assigned and at the direction of Management, utilize project management skills to manage and reports back on project status. + Performs other duties and responsibilities as assigned. + Operates standard office equipment and uses required software applications. **Knowledge, Skills, and Abilities** **Knowledge of** + Fundamental investment concepts, practices, and procedures of securities industry and/or banking. + Base understanding of financial markets and products. + Existing, or ability to quickly acquire, knowledge required to support GWS platform. + All MS Office applications includingan ability to work with more advanced Excel functions such as pivot tables and formulas. **Skill in** + Preparing oral and/or written reports. + Problem solving and time management. + Making rule-based and analytical decisions. + Strong interpersonal, written, and verbal communication skills. + Operating standard office equipment and using required software applications. + Analytical skills with the ability to solve problems, analyze data, and execute on solutions. + Organizing and scheduling work to meet business unit requirements and project deadlines. + Cultural competency and the ability to communicate in a culturally sensitive manner with both individuals and groups from diverse backgrounds **Ability to** + Represent GWS in a highly professional manner. + Build skills to develop formal processes and procedures. + Provide a high level of customer service, including composure under pressure. + Demonstrate uncompromising adherence to ethical principles. + Establish and maintain effective working relationships at all levels of the organization. + Assume full responsibility and accountability for own actions. + Work under pressure on multiple projects concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Execute instructions and request clarification when necessary. + Perform all functions with limited supervisory support and with a high level of accuracy. + Implement solutions, working with various internal business units throughout Raymond James. + Optimize work processes, multi-task and handle projects with demonstrated follow-through. + Communicate effectively, both orally and in writing. + Work independently as well as collaboratively within a team environment. + Complete both guided and self-directed learning activities. **Education/** **Previous** **Experience** + Bachelor’s Degree (B.A.) from a four-year college or university in a related field + Previous internship or co-op program experience preferred **Licenses/Certifications** + None required: SIE Strongly encouraged to achieve in the role. + None required. + Associates may qualify for reimbursement for pre-approved licenses or certifications in the role. **Travel** **Travel Required:** No