Partner Relations Analyst-2401090
Description
Under administrative direction, uses extensive knowledge and skills obtained through education, training and experience to ensure contracts for our various product partners (i.e. mutual funds, ETFs, annuities and insurance, etc.) are executed and updated for optimum quality, performance and delivery date. This position will work within the Investment Solutions group within Global Wealth Solutions and will administer all contracts, provide appropriate internal and external reporting for Mutual Funds, and ensure risk to the firm is minimized and contracts contain business acceptable terms and conditions prior to the organization's commitment.
Job Summary
Performs detailed analysis of all economic and selling contracts of various product partners.
Essential Duties and Responsibilities
Qualifications
Various investment and economic aspects of mutual funds, exchange traded funds, and insurance products.
Knowledge, Skills, and Abilities
Knowledge of
Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Skill in
Demonstrate uncompromising adherence to ethical principles.
Ability to
Bachelor's Degree in business (e.g. finance, accounting, etc.) and a minimum of three (3) years of experience in the financial services industry.
Educational/Previous Experience Requirements
Education/Previous Experience
SIE required provided that an exemption or grandfathering cannot be applied.
Licenses/Certifications
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt 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.
Job
Investment Management
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
Private Client Group
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-JM1