... required software applications, including legal case management software and Microsoft office. **Ability ... across the organization (the “assigned functional area(s)”). Monitor legislation, regulations, case law ...

... and asset management. At Raymond James, we are putting the power of perspectives into action and ... significant business impact requiring extensive work with Senior Management as well as firm-wide coordination ...

... in nature and cover topics such as liquidity risk management, capital management, interest rate risk management, and balance sheet planning & strategy. Supports analysis on complex projects that are broad in ...

... . Communicates to Financial Advisors to introduce products both in person and by phone. Assists in case ... management products and broker dealer operations. Financial markets and products. Company’s working ...

... categorization of case project data on the firm's network; data analytics and project workflow; and end user ... assigned functional area. Assist the case teams as needed with electronic document productions ...

... submitted applications Update agency management system as case moves through underwriting process ...

... operational procedures and complex client needs. May assist with the overall management of the team, including collaborating with the Director of Service to identify opportunities for operational efficiency and productivity ...

... role geared toward an emphasis on liquidity planning, monitoring and management. Strategic partnership with internal business units, senior management, and external consultants will be required to ...

... Description Job Summary With a high level of autonomy, the Director of Integrated ... . Additionally, the Director plays a key role in crafting go-to-market strategies for new products and structures ...

... regions and introduce products both in person and by phone. Assists in case analysis and presentation ... obtained within six (6) months of hire date. Job: Investment Management **Primary Location ...

... complex client needs. May assist with the overall management of the team, including collaborating with the Director of Service to identify opportunities for operational efficiency and productivity improvements and ...

... , risk, and governance (“ESG”) program. Supports management of complex projects that are broad in nature ... such meetings. Collaborates with associates and management at all levels of the firm. Stays ...

... Description Job Summary: The Director of People Analytics is responsible for the ... automation of people data reporting which will enable an evidence-based approach to management decisions. The ...