Provide insights, make recommendations, create awareness and educate financial advisors or (external clients) on the various products and services offered on financial product solutions. Typically, first point of contact for product offerings for clients.

Responsibilities

• Use established systems to analyze customer needs and define and deliver financial products.
• Monitor specific aspects of a product life cycle, including long- and short-term development and marketing. Perform analyses on specific aspects to stay abreast of trends in the marketplace and ensure the product's competitive position.
• Contribute to the preparation of various data and analytics reports.
• Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Skills

• Determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making.
• Manage and develop all aspects of a product or service to ensure it achieves its full impact and value in the market.
• Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.

Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

Work Experience
General Experience - 7 to 12 months

Workstyle
Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect 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

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