Jobs at Raymond James

Conduct outbound prospecting and cold calls to identify financial advisors and institutions interested in affiliating with Raymond James. Develop relationships, qualify prospects, make referrals, schedule and follow up on recruiter meetings, and support business development strategies. Maintain referral sources and collaborate with recruiting partners while tracking multiple sales activities and opportunities.

Supports investment banking activities by developing business proposals, forecasts, valuations, financial models, and M&A analyses. Performs NPV, accounting, economic, and financial planning analyses; prepares decision-making reports and materials for varied audiences. Helps prioritize and close strategically significant transactions while managing budgets, schedules, and deal-related workstreams. The role requires analyzing data and trends, evaluating investment opportunities, and supporting strategic and financial decisions.

Supports investment banking transactions by developing business proposals, company forecasts, valuations, and M&A analyses. Conducts research, financial modeling, trend analysis, and due diligence, while preparing materials for public and private stock issuances. Participates in drafting sessions and client transaction processes, interprets financial information, and develops recommendations for business decision-making.

Supports generative AI adoption across investment banking and capital markets by developing GPTs, AI workflows, prompts, and emerging agent-based solutions. Provides user support, troubleshooting, training, documentation, data analysis, vendor evaluation, and innovation research. The role partners with technical and business stakeholders to pilot and scale AI use cases, maintain governance standards, create leadership materials, and improve banker workflows, adoption, and user experience.

Provides advanced administrative and staff support to managers, including correspondence, reporting, scheduling, meeting and travel coordination, records management, fiscal administration, and stakeholder communication. The role may train and monitor others, resolve routine issues, maintain data systems, and support office operations within a financial services environment. Requires strong organization, judgment, communication, customer service, and multitasking skills, with at least six years of administrative experience or equivalent qualifications.

Leads Workday HR transformation initiatives by governing enhancement intake, prioritization, roadmaps, and delivery. Combines project management and business analysis to elicit requirements, map processes, assess impacts, design scalable Workday solutions, and coordinate testing and deployment. Partners with HR, IT, and senior stakeholders, manages risks and dependencies, and drives adoption and measurable business value. Workday configuration expertise is essential, with Talent Management and Talent Acquisition experience preferred.

Owns the strategy, roadmap, backlog, delivery, modernization, and lifecycle of electronic trading technology products supporting institutional equities. Partners with trading desks, Engineering, Operations, Risk, Compliance, vendors, and clients to prioritize investments, define requirements, manage incidents, ensure controls, and improve trading outcomes. Requires deep sell-side institutional equities and electronic trading expertise, strong stakeholder influence, and at least seven years of relevant product management experience.