Raymond James Financial, Inc

VP/Senior Associate, Corporate Access

Raymond James Financial, Inc • $95K — $125K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Post-secondary education required
  • 2-3 years of experience in a similar role
  • Strong understanding of capital markets with institutional and corporate client exposure
  • Familiarity with CRM tools like Ipreo/BigDough is an asset
  • Exceptional organizational and administrative skills
  • Advanced proficiency in MS Office, especially Excel and PowerPoint
  • Professional communication skills, with French proficiency as a plus

Responsibilities

  • Manage the marketing calendar for roadshows and events
  • Create and update marketing materials and presentations
  • Assist with logistics for various conferences and special events
  • Collaborate with institutional equity teams for seamless operations
  • Compile account activity reports as needed
  • Organize and maintain departmental databases and records
  • Ensure smooth logistics for in-house events and presentations
  • Analyze Corporate Access activities and provide proactive feedback

Benefits

  • Health benefits
  • 401(k) matching program
  • Employee stock purchase plan
  • Paid time off and volunteer days
  • Discretionary bonuses
  • Tuition reimbursement
  • Support for internal promotion and community involvement
Full Job Description
VP/Senior Associate, Corporate Access

How does the role impact the organization?

The VP/Senior Associate, Corporate Access will work closely with the Institutional Sales, Trading & Research team in a fast-paced environment in our downtown Toronto office. The eligible candidate will be responsible for facilitating and coordinating access between corporate clients and institutional investors through exceptional logistics on all deal or non-deal roadshows, analyst marketing events, bespoke trips and conferences and other events. The eligible candidate will also be responsible with efficiently providing administrative & analytical support to the Equities group within the Equity Capital Markets department at Raymond James.

Drawing on previous experience in a client-facing capacity, the successful candidate must also be responsible, confident, self-motivated and a team player who has a keen interest in developing their skills and experience. The position will offer the opportunity to gain exposure to senior professionals and institutional clients. The ideal candidate will have a proven ability to take initiative, and will possess exceptional time management, communication and presentation skills.

What is this role responsible for?

  • Primarily responsible for managing the Raymond James marketing calendar including deal and non-deal roadshows, virtual events, conferences, seminars, investor tours, and analyst marketing days
  • Manage itineraries, create and update marketing materials including presentations
  • Assist Conference & Special Events Coordinators with field trips, forums, symposiums and conferences
  • Work across institutional equity sales, trading, research, and client teams
  • Create account activity reports as requested
  • Maintain databases, records and files for efficient operation of the department
  • Manage logistics for in-house events including meeting room bookings, catering arrangements, AV requirements and record keeping
  • Coordinate all internal presentations, including serving as an important point of contact for Raymond James clients
  • Analyze Corporate Access activity on an ongoing basis to proactively provide feedback and suggestions to internal stakeholders and clients
  • Assist the Sales & Trading team in providing timely, confidential and professional service to all clients both internal and external
  • Other duties as assigned which may include helping route callers on the trading desk, assisting with travel arrangements, preparing expense reports, etc.


What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

Qualifications:

What do we expect from you?

Knowledge, Skills, and Abilities

Knowledge of

  • Understanding of the capital markets, institutional clients, and corporate clients considered an asset
  • Fundamental investment concepts, practices, and procedures used in the securities industry
  • CRM tools (e.g. Ipreo/BigDough) considered an asset


Skill in

  • Professionalism with superior organizational and administrative skills
  • Excellent proficiency with MS Office software, including Excel, PowerPoint, Outlook and Word
  • Managing logistics with patience, strong communication skills, and special attention to detail
  • Willingness and ability to learn new applications


Ability to

  • Manage direct contact with clients: senior corporate executives & investors
  • Handle multiple time-sensitive tasks with accuracy
  • Work within deadlines in a dynamic, fast-paced, and demanding environment while maintaining a high level of service and attention to detail
  • Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills
  • Work independently as well as collaboratively within a team environment
  • Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization
  • Exercise tact and discretion in the handling of confidential information
  • A positive, enthusiastic and energetic attitude
  • Communicate proficiently in French is considered an asset


Educational/Previous Experience Requirements

  • Post-secondary education
  • Minimum of 2-3 years of experience in a similar role
  • Prior experience in the financial services / equity sales and trading / investment banking / corporate finance industry considered an asset


We encourage our associates at all levels to:

  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm


Salary Range: $95,000 - 125,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

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
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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