Raymond James Financial, Inc

Team Lead AMS Management Trading - Freedom Trading

Raymond James Financial, Inc$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, Finance, or equivalent required.
  • 1-3 years of general experience in asset management or trading roles required.
  • Familiarity with managed account practices and investment products like equities, ETFs, and Mutual Funds is essential.
  • Intermediate proficiency in Excel, with strong analytical skills.
  • Effective written and verbal communication skills are necessary.

Responsibilities

  • Overlay accounts and execute trades based on MF/ETF trading models.
  • Analyze account data to identify and resolve discrepancies.
  • Research and correct complex account errors related to trades.
  • Manage team workflow to ensure timely trade processing.
  • Execute tax loss harvesting strategies as needed.
  • Generate and review a variety of reports.
  • Address inquiries and resolve issues from various internal departments.

Benefits

  • Medical, dental, and vision insurance options available.
  • Life and critical illness insurance, as well as accident insurance.
  • Disability benefits provided.
  • Retirement savings plan with eligibility for contributions.
  • Paid time off policies that include vacation, holidays, and sick leave.
  • Parental leave included in benefits package.
Full Job Description
Job Description Summary

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:

Knowledge of:
  • 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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

Similar Jobs

More Jobs at Raymond James Financial, Inc

More Finance & Insurance Jobs

Find similar Team Lead AMS Management Trading - Freedom Trading jobs: