Description

Raymond James Overview

One of the largest independent financial services firms in the country could the place you build a career beyond your expectations.

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Department Overview

Our department is a dynamic and integral part of the Trading Desk, specializing in the marketing of a wide array of fixed-income products. We are responsible for creating standardized marketing materials, known as “tear sheets”, for our diverse product portfolio, which includes Munis, MBS, CMO, ARM, SBAP, SBIC, FNMA DUS, CLOs, and more.

Our team is dedicated to educating our clients, which range from banks and credit unions to insurance companies, money managers, trust departments, and municipalities. We provide them with intuitive and informative marketing pieces on the products we sell, supporting the sales process and enhancing client relationships.

In addition to our marketing responsibilities, we are also spearheading the development of a new CRM system. This system is designed to improve our sales and trading operations by providing touch points for our accounts and enabling the sales force to provide data in a standardized format. This data can then be utilized by the trade desk and strategists to generate sales ideas and opportunities.

Our department is characterized by its commitment to innovation, continuous improvement, and the success of our trading operations. We strive to increase sales opportunities, enhance client relationships, and improve the efficiency of our trading desk operations. Our ongoing CRM development project is a testament to our dedication to these goals. We are excited about the potential of this new system to further enhance our value to the company and contribute to its overall success.

Seasonal Associate Job Summary

The Product Marketing Seasonal Associate will play a crucial role in the development of our new CRM system. This individual will be responsible for coordinating with various departments, including marketing, sales, strategy, and trading, to gather input and ensure the CRM system is tailored to meet our specific needs.

Key responsibilities include:

• Collaborating with the marketing department to determine the look and feel of the CRM.
• Working closely with our sales representatives to understand their needs and incorporate useful features into the CRM.
• Coordinating with strategists to determine how they can provide input into the CRM to prompt sales ideas.
• Coordinating with traders to understand their needs and how they will interact with the CRM.

This role requires creativity, strong communication skills, and the ability to work effectively with various teams. The seasonal associate will contribute significantly to our team by helping to enhance our sales and trading operations through the development of an effective CRM system. This will ultimately lead to increased sales opportunities and improved efficiency in our trading desk operations. The success of this role will be measured by the usability and effectiveness of the CRM system and its impact on our sales and trading operations. This is an exciting opportunity for an individual looking to gain hands-on experience in product marketing within a dynamic trading environment.

Under general supervision, the seasonal associate uses knowledge and skills obtained through formal education and/or experience to work on specific projects within an assigned functional area. The seasonal associate follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes, and techniques to apply to more complex assignments. Routine contact with internal and external customers may be required to exchange basic information.

This is a temporary role.

Work Schedule: Up to 40 hours per week for a limited time, determined by department need.

Start Date: June 3, 2024

End Date: July 19, 2024

Duties and Responsibilities

• Coordinate with the marketing department: Work closely with the marketing team to determine the look and feel of the CRM system.
• Liaise with sales representatives: Understand their needs and incorporate useful features into the CRM system.
• Work with strategists: Determine how they can provide input into the CRM to prompt sales ideas.
• Engage with traders: Understand their needs and how they will interact with the CRM system.
• CRM Development: Assist in the development and implementation of the CRM system.
• Feedback and Improvement: Gather feedback on the CRM system and make necessary improvements to enhance its effectiveness.
• Specified projects and varied assignments relating to the CRM.
• Works independently on assigned projects and tasks, meeting all delivery deadlines.
• Operates standard office equipment and uses required software applications.
• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

• Basic Understanding of CRM Systems: Familiarity with the purpose and functionality of CRM systems. This can be gained through coursework or personal research.
• Communication Skills: Ability to effectively communicate and collaborate with various teams within the organization. This includes both written and verbal communication skills.
• Organizational Skills: Ability to manage multiple tasks and deadlines, and to organize information in a clear and concise manner.
• Problem-Solving Skills: Ability to identify problems and come up with creative solutions. This is particularly important when gathering feedback and making improvements to the CRM system.
• Adaptability: Willingness and ability to quickly learn new concepts and adapt to changes in the project.
• Teamwork: Ability to work effectively as part of a team, as this role involves coordinating with various departments within the organization.
• Presentation Skills: Ability to compile the work done into a comprehensive PowerPoint presentation and effectively present the project outcomes to upper management. This includes the ability to explain complex concepts in a clear and concise manner that is easily understood by non-technical individuals. This skill will be crucial at the end of the project to demonstrate the value and impact of the new CRM system.
• Fundamental concepts, practices, and procedures of a professional office environment.
• Basic concepts, principles, and practices of an assigned business unit.

Skill in

• Skill in Project Management: Ability to oversee a project from conception to completion, ensuring that all tasks are completed on time and within scope.
• Skill in Data Analysis: Ability to analyze data and use it to make informed decisions. This will be particularly useful when evaluating the effectiveness of the new CRM system.
• Skill in Microsoft Office Suite: Proficiency in Microsoft Office Suite, particularly PowerPoint for presentations and Excel for data analysis.
• Skill in Interpersonal Relations: Ability to build and maintain positive relationships with team members and stakeholders across different departments.
• Skill in Creativity and Innovation: Ability to think outside the box and come up with creative solutions to challenges encountered during the development of the CRM system.
• Operating standard office equipment and using, or having the ability to learn, required software applications.
• Ability to work effectively as part of a virtual/hybrid team.

Ability to

• Ability to Learn Quickly: The seasonal associate should be able to quickly grasp new concepts and technologies, especially those related to CRM systems and data analysis.
• Ability to Work Independently: While teamwork is important, the seasonal associate should also be able to work independently, taking initiative and making decisions when necessary.
• Ability to Handle Feedback: The seasonal associate should be open to feedback and able to use it constructively to improve their work and the CRM system.
• Ability to Adapt: The seasonal associate should be able to adapt to changes in the project scope or direction and be flexible in their approach.
• Ability to Prioritize: With multiple responsibilities, the seasonal associate should be able to prioritize tasks effectively to ensure all objectives are met.
• Ability to Think Strategically: The seasonal associate should be able to think strategically about the CRM system, considering not just the immediate needs of the users but also the long-term goals of the company. This includes the ability to anticipate potential challenges and devise solutions in advance. Organize and prioritize multiple tasks and meet deadlines.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively within a team environment.
• Provide a high level of customer service.
• Establish and maintain effective working relationships.

Educational/Previous Experience Requirements

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• None required.

Location

Hybrid position – Memphis office

• No travel required.

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, the firm now has locations across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF