- Raymond James Financial, Inc. (St. Petersburg, FL)
- …related to overall strategy, product positioning, and marketing campaigns * Assists client service with reporting * Maintains familiarity with peers in each product ... category, contrasting different investment approaches, portfolio biases, and historical return patterns * Performs other duties and responsibilities as assigned… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... directly covering a subset of clients * Engage the portfolio management teams within the sales planning process and...focusing on new business development as well as deepening client relationships * Participate in initiatives within the department… more