- Raymond James Financial, Inc. (Fort Lauderdale, FL)
- …* Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment ... live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of Financial Advisor...the team's performance. * Onboards new clients, opens new client accounts and researches client and security… more