Raymond James Financial jobs in Saint Petersburg, FL - 521 jobs

Under general direction with a high level of autonomy, banker will cover the following relationship channels from a relationship management, education, and transaction origination perspective: • Raymond James' proprietary wealth advisor channel • Private Equity firms • Law firms • Accounting firms • Boutique Investment Banking partners As an associate in this group, the candidate will support initiatives with the above professionals to produce revenue generating engagements for the Investment Bank. The associate will represent the investment bank with a knowledge and understanding of our capabilities, transaction processes, and general industry trends to Financial Advisors and M&A professionals both virtually and in-person at financial industry events. In many instances, this role will serve as the first point of contact for company/prospective client opportunities sourced from the various channels listed, which requires regular, professional, client-facing communication (both virtually and in-person). Significant contact and collaboration with Senior Bankers is required to execute the role effectively. Job Description Essential Duties and Responsibilities Responsible for executing strategic business development plans in partnership with the leadership team for the group. Manage client and prospect relationships specific to business-driven objectives. Preparation, development, and presentation of pitch and marketing materials for all constituents listed above. Assistance in managing the team's CRM system to ensure timely and effective follow ups related to deal tracking, origination timelines, and ongoing interaction detail. Execute client, prospect, and professional events in the effort to generate new investment banking business and establish new productive relationships. Apply financial analysis, business experience, and technical knowledge to generate client leads, while advising business owner clients and prospects on their strategic options. Communicate in a clear, concise and relevant manner to assist and guide decision-makers regarding client opportunities. Convey a genuine interest in, and understanding of, the clients' businesses and industries, and provide both broad and specific information and suggestions for improving the business. Bring together the most appropriate RJIB team to provide exceptional service to the client. Ensure that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources. Produce factual and accurate information for presentations to clients and senior management. Review progress of assignments with senior team members. Perform other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of: Advanced investment concepts, practices, and procedures used in the securities industry. Advanced transaction structure and process. Advanced client relationship building and management. Advanced concepts, principles, and practices of Investment Banking. Financial markets and products. Skill in: Communicating effectively with different types of professionals. Exceptional presentation talent. Time management and ability to multitask (critical). Identifying trends and implementing appropriate action. Analyzing and interpreting financial statements. Analytical skills sufficient to assess and explain events in the market. Problem solving skills and the ability to think independently sufficient to market ideas. Participating in networking and social situations with various professionals. Ability to: Communicate effectively, both orally and in writing, with all levels of the organization, including senior management. Balance conflicting resource and priority demands. Partner with other functional areas of the firm and broader industry to accomplish objectives. Plan, assign, monitor, review, evaluate and lead the work of others. Attend to detail while maintaining a big picture orientation. Interpret and apply policies and identify and recommend changes as appropriate. Work independently as well as collaboratively within a team environment. Establish and maintain effective working relationships at all levels of the organization, including negotiating resources. Project a positive, professional image to both internal and external business contacts. Convey information clearly and effectively through both formal and informal discussions. Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed. Excel in client-facing and external-facing situations by providing real insights while remaining personable and credible. Education/Previous Experience: Bachelor's degree in business administration or related field and a minimum of two (2) to five (5) years of experience in the financial services industry. OR ~ Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied. FINRA Series 7 or 79 License is ideal, and will be required within six (6) months of hire. FINRA Series 63 or the ability to obtain within six (6) months of hire. Travel Required: Yes, up to 20% of the Time Education Bachelor's: Accounting (Required), Bachelor's: Business Administration (Required), Bachelor's: Finance (Required) Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident 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.

The Team You Will Join The Communications and Engagement Lead (CEL) is responsible for partnering with the assigned sales team to drive growth of MetLife's voluntary and core benefits product portfolio for Regional Market business. The CEL will serve as a benefits and enrollment expert, providing dedicated strategic guidance for communications strategies while maintaining existing client relationships. The Opportunity The CEL role is critical to driving employee education and engagement with helping our regional business customers understand the value of MetLife's group benefits. The CEL will partner with various organizations, including Product Center of Excellence (COE), Distribution Development, and Marketing to provide day-to-day support of MetLife's products to sales partners. The CEL will lead account planning efforts; and deliver training to sales partners. The CEL will serve as secondary support for strategic broker, prospect, and customer meetings to drive sales results, while building and maintaining strong relationships. This role will allow you to collaborate with various parts of MetLife's group benefits to be creative and strategic with communication campaigns supporting our customers. You will have an opportunity to develop various skills in this role that will help you grow personally towards a path of success for your career. How You'll Help Us Build a Confident Future (Key Responsibilities) * Build new and maintain existing, relationships with sales partners to increase revenue. * Partner with Voluntary Specialist Director VSD to consult and advise sales partners on value-added strategies to optimize business with brokers and clients. * Further sales force engagement and quality of sales pipeline and activity through training and account planning discussions. * Participate on strategic implementation calls to ensure sales is on track and enrollment/communication strategies are agreed to and executed. * Provide enrollment strategy direction by developing the proposal for second sale education and enrollment strategy through partnership with customer, broker, sales and/or third party. * Ensure resources supporting enrollment meetings are trained and prepared; Identify appropriate plan material/plan summaries and coordinate orders. * Measure participation and monitor case activity to ensure consistent, quality results. * Serve as the expert to identify and broker the right platforms to meet unique customer needs; be able to compare and contrast MetLife's proprietary systems to external options to ensure credible recommendations are made. * Conduct training workshops for aligned sales partners to increase the knowledge of MetLife's Voluntary & Worksite products and enrollment strategies. * Advise sales team on the strategic marketplace positioning of our product capabilities, solutions, and enrollment strategies. * Deliver on strategic initiatives as directed by management What You Need to Succeed (Required Qualifications) * 5+ years of experience in product, sales, marketing, or wholesaling in insurance industry (internal, external or combination) * Associates degree or higher * Excellent presentation skills * Thorough knowledge of and proven ability to demonstrate sales and marketing principles and practices What Can Give You an Edge (Additional Skills) * Expected to maintain a thorough knowledge of existing, new and enhanced products. * Ability to work independently and to communicate clearly and concisely * Results Driven, Strategic, Data-driven, Critical Thinking, Consultation, Customer Focus, Broker focused, Exceptional communication and influencing skills. * Proven ability to build strong relationships * Proven ability to produce results through others Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team. We'll give you training and the support you need, providing: Training which may include mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Skills: Ability to learn and apply legal and regulatory requirements related to selling financial solutions Work independently with strong problem solving, critical thinking, and sound judgement A resilient, creative and progressive mindset Motivated to achieve results as an individual and team Attention to detail, organization, and time management Key responsibilities: Deepening relationships with existing clients Gather information and collect suitability information to open new accounts Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation Execute Financial Advisor solicited buy/sell orders and confirm with clients Answer general client questions regarding Edward Jones Stock recommendations and withdrawals Actively business plan and work as a team to continuously evaluate and execute branch strategies Continually develop yourself to grow personally and professionally Can you see yourself... Building meaningful connections and long-lasting relationships with clients Managing multiple projects in a dynamic and highly collaborative organization Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes Requirements: High School Diploma/Equivalent required; Bachelor's degree preferred 3-5 years of relevant experience in securities/financial services industry preferred Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period FINRA registrations are required within three months. State insurance licenses are also required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC Complete required CE training to ensure license(s) are in good standing As a salaried professional, you can also expect… A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.

Job Brief: Primerica, Inc. is a company that provides insurance, investment, and financial services to middle-income families in the United States and Canada. Primerica is always looking to add to its ever-growing with those who are motivated to learn and grow. The goal is to build strong positive relationships, create personal growth, and increase our firm's reputation. This opportunity allows you to be remote which means you can work from anywhere. You do not need prior experience and will have access to many pieces of training and classes to help you. Skills Required: None! It doesn't matter if you don't know anything about insurance as you will be taking classes regardless and will learn along the way

Uses specialized knowledge of branch compensation arrangements and accounting skills obtained through experience and training to manage the various branch compensation process and handle related reporting to business unit senior management, financial advisors and staff. Job Description Under limited supervision, uses specialized knowledge of branch compensation arrangements and accounting skills obtained through experience and training to manage the various branch compensation process and handle related reporting to business unit senior management, financial advisors and staff. Manages processes and projects of moderate scope and complexity. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions. Routinely recommends solutions to complex problems. Regular contact with internal and external customers is required to obtain, clarify or provide facts and information related to branch compensation arrangements. Essential Duties and Responsibilities: Reviews compensation agreements and ensures that they are calculated and administered correctly for experienced and new financial advisor resulting from employment agreements, contracts, stock grants, bonuses, schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts, quarterly bonus review and production matching as well as any other special deals. Reviews and processes all financial advisor compensation changes. Ensures monthly minimum wage requirements for commissioned associates are in compliance. Creates, reviews and/or audits reports on a regular basis. Provides reporting to business unit senior management. Identifies potential process improvements to increase efficiency in processing or analyzing financial information. Works with other areas of the firm on projects related to building and maintaining tracking systems. Participates or handles various projects as assigned. Resolves or recommends solutions to moderately complex problems. Performs other duties and responsibilities as assigned. Knowledge of: General office practices, procedures, and methods. General payroll processing. Intermediate accounting concepts, practices and procedures. Strong knowledge of Microsoft Office applications. Accrual based accounting practices. Accounting software packages. Intermediate cost allocation concepts and practices. Principles of banking and finance and securities industry operations. Skill in: Analyzing financial information. Performing mathematical calculations. Operating standard office equipment and using required software applications, including word processing, spreadsheets and data bases. Preparing, processing and maintaining transaction documentation, files, and records. Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines. Ability to: Identify, recommend and justify changes to standard procedures when required by specific situations and circumstances. Work independently, make decisions and resolve or recommend solutions to moderately complex accounting problems. Communicate effectively, both orally and in writing, with all organizational levels. Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines. Provide a high level of customer service. Maintain strict confidentiality of associate records. Educational/Previous Experience Requirements: Bachelor's degree in Accounting or equivalent and a minimum of two (2) years of Payroll or Accounting experience. ~or~ Any equivalent combination of experience, education, and/or training approved by Human Resources. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 7 to 12 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% 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. #LI-JM1

As part of the RIA & Custody Services (RCS) Division, the Operational Risk Professional is responsible for reviewing all outgoing money movement transaction requests on behalf of end clients to ensure requests are in good order, comply with internal policies, and meet regulatory standards. Specifically, this role involves conducting verification calls with end clients to confirm transaction details and mitigate potential risks. **Essential Duties and Responsibilities** + Review incoming money movement requests (e.g., wires, external as well as internal transfers) for completeness and accuracy. + Verify that all documentation and instructions are in good order and meet internal compliance and operational standards. + Communicate with internal teams and external partners to clarify or resolve discrepancies in requests. + Escalate any suspicious or non-compliant activity in accordance with internal procedures. + Maintain accurate records of all reviewed transactions and decisions. + Collaborate with compliance, operations, and client service teams to ensure seamless processing. + Contribute to process improvement initiatives and help document standard operating procedures. **Knowledge, Skills, and Abilities** + Basic office practices, procedures and methods. + Account types and industry operations in general. + Back-office systems. **Skill in** + Strong communication, presentation, and problem-solving skills. + Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines. + Operating standard office equipment and using required software applications to produce correspondence, presentations, electronic communication and spreadsheets. + Detail orientation to ensure quality standards are met without impairing workflow. + Follow-up to ensure resolution and completion of tasks. **Ability to** + Thrive in a fast-paced result driven culture, who is proactive and can work with a sense of urgency. + Deliver a sense of ownership and should work in a team environment as well as independently, while providing accurate and detailed information. + Learn quickly and adapt to deadlines. + Identify misleading information during the verification process. + Provide a high level of customer service in a calm, courteous and professional manner. + Establish and maintain effective working relationships at all levels of the organization. + Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. + Use effective oral and written communication skills sufficient enough to communicate and interact effectively with Financial Advisors and branch associates. + Constructively work under stress and pressure when faced with high workloads and deadlines. + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements** + Minimum 2 years of experience in product management or fraud risk management. + High School Diploma or equivalent and minimum of two (2) years of experience in the Financial Services industry + OR ~ + Any equivalent combination of experience, education, and/or training as approved by Human Resources

Under general supervision, uses knowledge and skills obtained through experience, training, and certification to perform a variety of corporate and regulatory support activities, including entity management, SEC Section 16 reporting, and Federal Reserve entity reporting for Raymond James and its subsidiaries. Activities include corporate governance and entity management encompassing consents, director/officer updates, and state filings, administering and updating a database (hCue) containing information relating to over 100 Raymond James subsidiaries, maintaining and reporting of Insider holdings to the SEC (Section 16), and Federal Reserve entity reporting (FR Y-10). Guidance is provided to perform varied work that is somewhat difficult in nature, requiring some evaluation, originality and ingenuity to make moderately complex decisions. The Corporate Governance Paralegal is part of a team of paralegals performing these activities. Regular contact across the Raymond James organization and business lines, regulatory agencies, and external service providers is required to identify, research and resolve problems. **Responsibilities:** - Perform various corporate governance/entity management activities relating to Raymond James domestic and international subsidiaries; including reporting, consents and resolutions, officer and director updates, state filings, and corporate formations and dissolutions. - Obtain signatures for corporate documents in-person and through e-signature platforms. - Maintain the entity management database (hCue) that contains relevant information regarding all Raymond James subsidiaries; ensures the accuracy and completeness of the database. - Provide general support to attorneys and assist with other related duties as required. - Part of the team responsible for Federal Reserve entity reporting (FRY-10) relating to Raymond James subsidiaries, as well as an annual review and confirmation process for annual (FRY-6) Federal Reserve reporting. - Part of the team responsible for SEC Section 16 reporting and filing for Raymond James Insiders. - Coordinate outside services and acts as a liaison with third party providers, including current vendor, CT Corporation, responsible for entity management database system and state filings. - Maintain and contribute to a library of preapproved documents, including consents and resolutions, templates and historical documents, and revises materials as needed. - Support Corporate Secretary with matters relating to corporate governance. - Follow policies and procedures relating to areas of responsibilities (entity management, corporate governance, and Federal Reserve reporting). - Promote effective work practices and work as a team member. - Maintain currency in paralegal practices and methodologies. - Operate standard office equipment and use required software applications. - Perform other duties and responsibilities as assigned. **Knowledge of:** - Laws, legal codes, precedents, and government regulations. - Fundamental business practices and concepts that impact the success and profitability of the firm. - General concepts, practices and procedures of corporate paralegals. - Corporate governance and entity management, including consents and resolutions, formation and dissolution of legal entities, and applicable state filings, as well as administration of an entity management database is required. - General principles of banking and finance and securities industry operations is preferred. - Federal Reserve entity reporting requirements for a bank holding company (FRY-10, FRY-6) is preferred. - SEC Section 16 filing including Form ID, Form 3, Form 4, and Form 5 is preferred. **Skill in:** - Legal research and analyzing facts and information, and resolving problems as they arise - Corporate governance and entity management, preferably working with an organization with substantial number of legal entities. - Administering an entity management database (hCue) or equivalent skill. - Communicating with regulators/state authorities in connection with corporate governance/entity management responsibilities. - Assisting legal counsel in connection with various corporate governance activities (e.g., mergers, dissolutions, formations). - Project management and calendaring. - Operating standard office equipment and using required software applications. **Ability to:** - Maintain confidential information. - To establish and maintain effective working relationships. - Maintain professional currency. - Use analytical and critical thinking skills in reading, interpreting, analyzing and applying information from legal documentation and references. - Attend to detail while maintaining a big picture orientation. - Interpret and apply policies and identify and recommend changes as appropriate. - Organize, manage and track multiple detailed tasks and assignments with frequent changing priorities and interruptions in a fast-paced work environment. - Communicate effectively, both orally and in writing. - Work independently as well as collaboratively within a team environment. - Establish and maintain effective working relationships at all levels of the organization. - Effectively and accurately communicates with team members and other members of the department. **Educational/Previous Experience Requirements** - Associates degree and a minimum of two (2) years' experience in a law firm or legal department in a financial planning, investment management or other financial services environment. - OR ~ - An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** - Paralegal /Legal Assistant Certificate from an ABA accredited institution is preferred.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Company Description Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect… A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated… Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

United Community is seeking a highly skilled Branch Manager. At United Community, our Branch Managers do more than just oversee operationa; they inspire and develop their teams, drive branch growth, and create a welcoming environment for our valued customers. Our ideal candidate will mentor and develop branch employees, ensuring they achieve sales and service goals while maintaining operational excellence. What You'll Do * Lead and manage the overall operations of the branch * Mentor and develop branch staff to achieve sales and service goals * Build strong customer relationships through exceptional service and community outreach * Drive business developments efforts to growt the branch's customer base * Ensur operational excellence and compliance with all banking regulations Requirements For Success * Minimum 3 years banking experience * NMLS registration * Supervisory Experience * Consumer/Residential lending experience * Thorough knowledge of Consumer and Small Business Lending Operations, Teller and CSR functions, bank products and services * Background in financial operating policies and procedures, banking regulations (state and federal), employee development and public relations preferred Conditions of Employment * Must be able to pass a criminal background & credit check * This is a Full-time, non-remote position FLSA Status: * Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

The Applications Development Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordination with the Technology team. The overall objective of this role is to contribute to applications systems analysis and programming activities. **Responsibilities:** + Contribute to full development life cycle, including requirements analysis, functional design, technical design, programming, testing, documentation, implementation, and on-going technical support. + Contribute to projects/CR's utilizing Ab-Initio (ETL), Python, Oracle SQL/PLSQL, Snowflake and Cloud Technologies. + Ability and willingness to learn newer tools and technologies in cloud-based data analytics/Artificial intelligence arena and successfully deliver projects utilizing the same. + Expected to provide sound understanding of application development concepts / principles and a basic knowledge of concepts and principles in other technology areas. Expected to Develop/Modify/Test/Migrate Reports. + Expected to Develop/Modify/Test/Migrate Python,Starburst Framework. Support application builds and migrations with new technologies, architecture and integration. + Expected to clearly articulate development and timeline dependencies. Improve team development related processes that accelerate delivery, drive innovation, lower costs, and improve quality. **Qualifications:** + 4+ year of Industry experience working in Finance reporting applications/warehouses. + 2+ years of Development experience on Oracle, Data mining tools, Data intelligence tool. + Strong knowledge of Oracle Database, SQL/Performance tuning, understanding of the Relational Data Modal. + Exposure to data modelling concepts is required. + Prior working experience with Citi Financial system (Specially General Ledgers) is a Big PLUS + Prior working knowledge on Inquiry framework. + Prior experience with Citi tool - Inquiry Framework is a big PLUS + Knowledge of the Snowflake and S3 Buckets is plus and is preferred. + Experience in production support and troubleshooting issues + Experience in Process optimization - SQL, ETL etc. + Strong experience in SQL and Ab initio is required. **Skills** : + Comfortable with Oracle SQL and SQL tuning. + Comfortable with multiple database concepts, i.e. RDBMS, OODB, ODS, Warehouse. + Hands on with tools like, Oracle PL/SQL, Python, Snowflake, Autosys Scheduling, Bitbucket, Jenkins, RLM, Unix Shell Scripting and Apache Spark, Starburst,Tableau. + Exposure to GenAI tools for deriving data intelligence. Prior experience of working with multiple teams (local, virtual/global) and ability to coordinate track and expedite tasks. Ability to pick up new technologies, solve complex technical problems and multitask between different projects. + Should be able to demonstrate both technical and functional/business knowledge regarding past projects. + Must be able to work independently as well as in a team environment. Must be able to adapt to a rapidly changing environment Demonstrate ability to work effectively in a fast paced, deadline driving environment. + Excellent verbal and written communication skills Strong problem solving and analytical capabilities **Competencies** + Must have excellent communication skills & be able to communicate with senior management. + Should be self-motivated & an excellent team player. + Ability to work in a fast-paced dynamic environment Should be a Quick learner + Should be Flexible & pragmatic. **Education:** + Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Applications Development ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $59,030.00 - $82,370.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Feb 05, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

At MetLife, we seek to make a meaningful impact in the lives of our customers and our communities. The LTD Claims Specialist I evaluates long term disability insurance claims in accordance with plan provisions and within prescribed time service standards. In this role, the LTD Claims Specialist is required to exercise critical thinking skills, exemplary customer service skills as well as effective inventory management skills with oversight and expected progression to a LTD Claims Specialist II role. Job Location: Virtual, but must be commutable to the Tampa, FL office. Employees are required to come into the office for training. After training, employees are to report to the office 1x a month. Key Responsibilities: * Virtual roles predominately work from a home office with periodic visits to the assigned office as needed for team events, meetings, training, business continuity, etc. * Effectively manages some level of oversight an assigned caseload which consists of pending, ongoing/active reviews. The LTD CS will be evaluated for increases in their authority levels as they become more experienced in their decision-making and demonstrate consistency in meeting all key performance indicators * Provides timely, balanced and accurate claims reviews, documentation and recommended decisions in a time sensitive and fast-paced environment and in accordance with state and department of insurance regulations. * Develop actions plans and identify return to work potential * Provides frequent, proactive verbal communication with our claimants and/or their representatives demonstrating empathy and active listening while providing clear updates, direction and explanations regarding the claim process, benefits and other pertinent plan provisions. These calls are used to gather essential details regarding medical condition(s) and treatment, occupational demands, financial information and any other information that may be pertinent to the evaluation of the claim. Once telephone calls are completed, you will be required to document the conversation within the claim file in a timely manner utilizing the appropriate level of detail and professional writing skills * Interacts and communicates effectively with claimants, customers, attorneys, brokers, and family members during claim evaluations * Compiles file documentation and correspondence requiring extensive policy and factual detail. Analyzes information to determine if additional information is needed to make a reasonable and logical claims determination based off the information available * Collaborates with both external and internal resources, such as physicians, attorneys, clinical/vocational consultants as needed to gather data such as medical/occupational information in order to ensure reasonable, thorough decisions. * Clarifies and reconciles inconsistencies when gathering information during claim evaluations and collaborates with Fraud Waste and Abuse resources as needed * Addresses and resolves escalated customer complaints in a timely and thorough manner. Identifies and refers appropriate matters to our appeals, complaint, or litigation support areas. Essential Business Experience and Technical Skills: Required: * New hires should live a commutable distance from the site the role is posted in * High School Diploma * Minimum 2 years of experience in external customer service or related experience * Demonstrated critical thinking in activities requiring analysis, investigation, and/or planning * Creative problem-solving abilities and the ability to think outside the box * Excellent interpersonal and communication skills in both verbal and written form * Excellent customer service skills proven through internal and external customer interactions * Organizational and time management skills Preferred: * Bachelor's degree Business Category Operations - Claims At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. The expected salary range for this position is $41,600 - $55,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities. $41,600 - $55,000

The Cash & Trade Processing Associate Analyst is an entry level role responsible for assisting the function with any projects and initiatives related to cash management in coordination with the Transaction Services team. The overall objective is to facilitate multiple complex transaction types from end to end, including escalation as needed. Responsibilities: Assist with operational processes and process improvements Ensure transactions or processes are executed correctly and are compliant with internal policies and controls Facilitate the investigation, documentation and corrective action implementation of transaction services issues Aid with the transition, alignment, and stabilization efforts of critical operations functions Cross-train for various internal roles within the department, and provide back-up coverage for those roles as needed Assist as required for control, risk, daily activities, and transaction services projects Perform all required tasks within established procedures and controls to minimize losses Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience preferred Demonstrated cash and trade operations experience & knowledge Effective verbal and written communication skills Education: Bachelor's/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Cash Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $48,180.00 - $63,140.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 11, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

**One of the largest independent financial services firms in the country could** **be** **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** Raymond James Compliance ensures adherence to all rules, regulations, policies and standards that govern the firm and the securities industry. Positions in Compliance cover a wide range of roles such as auditing and educating branches, anti-money laundering review, responding to complaint and regulatory inquiries, establishing and monitoring control mechanisms, and registering firm representatives. **Internship Program Overview** Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 10-week immersive experience, you will engage with and implement the firm's core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future. To be eligible for the summer 2026 internship program, you must be a junior or senior standing candidate pursuing a Bachelor's or Master's Degree in law or finance with a graduate date of May 2027. Most positions are based in St. Petersburg with other available locations depending on company need. Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation. **Work Schedule:** Up to 40 hours per week for a limited time, determined by department need. **Start Date:** June 1, 2026 **End Date:** August 8, 2026 **Duties and Responsibilities** + Provides support and guidance for compliance efforts within an assigned business entitycompliance function. + Assistsin overseeing compliance program(s) for an assigned business entity to ensure compliance processes and procedures are integrated and aligned with business processes. + Assistsin researching compliance issues. + Making rule-based and analytical decisions. + 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. **Knowledge, Skills, and Abilities** **Knowledge o** **f** + Fundamental concepts, practices, and proceduresofa professional office environment. + Basic concepts, principles, and practices of an assigned business unit. **Skill in** + Preparing and delivering written and oral presentations. + Researchingissues. + Gathering information and preparing oral and written reports. + Operating standard office equipment andusing, orhaving the ability to learn,requiredsoftware applications. + Ability to work effectively as part of a virtual/hybrid team. **Ability to** + Attend to detail whilemaintaininga big picture orientation. + Gather information,identifylinkages and trends, and apply findings to assignments. + Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities. + Useappropriate interpersonalstyles and communicate effectively, both orally and writing, with all organizational levels. + Organize and prioritize multiple tasks and meet deadlines. + Communicate effectively, both orally and in writing. + Work independently and collaboratively within a team environment. + Providea high levelof customer service. + Establish andmaintaineffective working relationships. **Educational/** **Previous** **Experience Requirements** + Currently pursuing aBachelor's degree in finance, accounting, economics, business, or any related business major. + Any equivalent combination of experience, education, and/or training approved by Human Resources. + Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD). **Licenses/Certifications** + Nonerequired. **Location** **Hybrid position - St. Petersburg office** + Notravelrequired.

Under limited direction with a high level of autonomy, the Director of Business Intelligence will partner with Raymond James Technology and Financial Crimes Management stakeholders to lead the transformation of the BI function within Financial Crimes Analytics (FCA). This is a player-coach role - combining technical leadership with direct execution - focused on modernizing our BI infrastructure, decommissioning legacy assets, and building a new suite of automated, scalable, insight-driven dashboards and workflows. Reporting to the Vice President of Financial Crimes Analytics, this individual will manage and mentor a team of onshore and offshore BI professionals, drive cloud migration initiatives, ensure data governance and quality, and present actionable insights to support Anti-Money Laundering (AML), Fraud, Know Your Customer (KYC), and regulatory decision-making. The role requires both strategic vision and hands-on development expertise **Essential Duties and** **Responsibilities** + Develop and execute a long-term Business Intelligence (BI) and enterprise data architecture strategy aligned with the organization's mission, vision, and business objectives, incorporating data warehousing, ETL processes, and cloud-native analytics platforms. + Lead modernization of reporting and analytics infrastructure, including migration from legacy dashboards and ETL workflows to cloud-based, real-time data streaming and visualization platforms. + Design and deliver automated, scalable dashboards, reports, and data pipelines using Tableau, Alteryx, and Amazon Web Services (AWS), leveraging technologies such as Redshift, and Glue for data orchestration. + Manage a distributed team of BI developers and data engineers (onshore and offshore), providing coaching, technical guidance on data modeling and pipeline optimization, and professional development. + Collaborate with cross-functional stakeholders to gather business and technical requirements, translating them into high-impact, data-driven insights using advanced analytics and machine learning models. + Establish and maintain data governance frameworks, development standards, metadata management, documentation, and performance monitoring for BI solutions + Assess and adapt to external developments, tools, and emerging trends in data analytics, artificial intelligence, and Financial Crimes detection, including anomaly detection and predictive modeling. + Lead the strategy and execution of enterprise-level reporting, including standardized templates, BI best practices, performance optimization, and integration with enterprise data lakes and data marts. + Serve as a hands-on contributor, developing complex SQL and Python queries, building interactive dashboards, and automating data preparation workflows using APIs and cloud-native tools. + Review code, ETL workflows, and data visualizations, providing technical guidance on data engineering best practices, coaching, and mentorship to BI and analytics staff. **Knowledge** **of** + Financial crime risks, including money laundering, sanctions evasion, and regulatory expectations (e.g., BSA/AML, OFAC, FATF). + Business Intelligence platforms and architecture, including Tableau, Alteryx and Qlik + Relational databases and query languages, including Oracle, SQL Server, and cloud-based databases such as Amazon Redshift and Athena. + Financial crimes programs and regulatory requirements related to AML and Fraud (preferred). + Data governance, metadata management, data pipeline, and quality assurance frameworks. + Agile project management methodologies and modern analytics lifecycle practices. + Organizational development, including strategy alignment, capability building, and change management. **Skill** **in** + Leading and mentoring high-performing, geographically distributed BI teams. + Designing and executing data-driven strategies and modernization initiatives. + Using SQL, Pandas, Alteryx, AWS and Tableau Prep for data blending, cleansing, and automation. + Building performance-optimized dashboards and reports using Tableau. + Communicating complex technical concepts to non-technical stakeholders and senior executives. + Creating and maintaining scalable analytics architectures across multiple data platforms. + Navigating organizational change and building buy-in across functional teams. **Ability** **to** + Balance strategic leadership with direct technical contribution in a fast-paced environment. + Clearly articulate the relationship between analytics strategy and the broader business mission. + Translate business needs into actionable data solutions that drive decisions and outcomes. + Identify capability gaps, prioritize development activities, and coach others to reach their full potential. + Lead cross-functional projects that span data platforms, tools, and organizational units. + Anticipate challenges and opportunities in evolving business and regulatory environments. + Inspire a culture of innovation, quality, accountability, and continuous improvement within the BI function. **Education/Previous** **Experience** + Bachelor's degree in Data Analytics, Computer Science, Information Systems, Business, Finance, or a related field required. + Master's degree or MBA preferred. + 10+ years of progressive experience in Business Intelligence roles. + 5+ years in a leadership role managing BI teams, including experience with offshore resources. + Proven experience with BI modernization initiatives and cloud migration. + Demonstrated success in a highly regulated environment such as financial services, with experience supporting Financial Crimes, AML, or Fraud functions strongly preferred. **Licenses/Certifications** + Tableau certifications are a plus but not required. + Alteryx certifications are a plus but not required. + Amazon Web Service (AWS) certifications are a plus but not required. + Certified Anti-Money Laundering Specialist (CAMS) or similar industry certification is a plus but not required. **Travel** **Required:** + Yes,10%ofthe Time

**_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._** **_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** **Responsibilities** + Lead a team of specialized developers and analysts; grow the team, mature processes, and ensure adherence to service level objectives and agreements. Manage projects and resources across multiple geographic locations. + Coach and develop team members to maximize performance and encourage professional growth. + Bring strong experience across all phases of the SDLC and hands-on leadership in multiple areas of the technology stack. + Organize and oversee production support activities across multiple time zones. + Collaborate with business partners to gather requirements, design pragmatic IT solutions, and ensure alignment with business needs. + Ensure team deliverables maintain high performance, quality, and maintainability standards. + Influence project prioritization, structure, and administration to align with strategic business objectives and effectively manage risk. + Focus on workforce management by accurately capturing IT resource capacity, involving both internal and external resources, processes, and practices. + Develop, maintain, and enforce development methodologies; ensure team members understand and follow processes consistently. + Occasionally, work a non-standard schedule, including nights and weekends, and serve as the primary on-call contact for area issues. **Skills:** + Adapt quickly to learn multiple technologies, and understand architectural dependencies, data flows, and integrations between them. + Adapt and prioritize in an extremely dynamic and fluid environment. + Strong hands-on experience with Angular, JavaScript, TypeScript, HTML, CSS. + Experience in Java, Spring Framework, and very strong experience in microservices architecture. + Strong experience with Oracle databases and experience with MongoDB or other NoSQL technologies. + Familiarity with monitoring tools (Datadog, Dynatrace, Splunk). + Experience with Generative AI tools (e.g., OpenAI ChatGPT, Google Gemini, GitHub Copilot). + Strong grasp of Agile methodologies, CI/CD, and DevOps practices. + Excellent communication, collaboration, and problem-solving skills.

As a member of Operations, uses knowledge and skills obtained through experience and/or training to assist with the overall management of assigned functional area. This includes collaborating with the management team to identify opportunities for operational efficiency and productivity improvements and assisting with special projects. Working under limited supervision and with a level of autonomy, this individual will contribute to all phases of process improvement, bringing an innovative spirit and analytical mind to enhancing existing processes and procedures. Contact with internal customers is required to identify, research, and resolve problems. Job Description Essential Duties and Responsibilities Works hands-on with internal customers and stakeholders to understand business processes. Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement. Consults with users to identify, analyze, refine and document business requirements. Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization. Proposes recommendations for process improvement. Documents business and technical requirements for desired process solutions. May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s). Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements. May lead the work of others and provide cross-training, coaching and mentoring, as required. Facilitates and participates in user testing of process and enhancements and core systems. May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions. Assists with special projects, and involvement in day to day operations, as required. Performs other duties and responsibilities as assigned ***Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future. Knowledge of Basic principles of banking and finance and securities industry operations. Functional, operational and technical requirements of all systems used by assigned functional area(s). Core Private Client Banking servicing platform, and complementary systems. Information technology support and technical documentation. Skill in Operating standard office equipment and using required software applications. Verifying information for accuracy and completeness. Interpreting client input, clarifying issues and developing solutions. Analyzing operational processes and processes and identifying opportunities for improvement. Preparing various reports, summaries, surveys and written recommendations. Developing instructional and procedural documentation/presentations. Ability to Lead the work of others and provide cross-training, coaching and mentoring Partner with other functional areas to accomplish objectives. Attend to detail while maintaining a big picture orientation. Read, comprehend and apply business-related information. Interpret and apply policies and identify and recommend changes as appropriate. Solve complex problems and model the business and financial impact of proposed scenarios. Actively communicate technical and business aspects of work efforts to team members. Work independently as well as collaboratively within a team environment. Establish and maintain effective working relationships at all levels of the organization. Communicate effectively, both orally and in writing, with all organizational levels. Demonstrate flexibility in accepting and adapting to change.sza Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment. Take personal ownership of issues, following through to issue resolution. Education Bachelor's: Business Administration, Bachelor's: Economics, Bachelor's: Finance Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% 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. #LI-AT1

An individual in Enterprise Risk Management plays a critical role in managing the bank's diverse risks to ensure financial stability and sustained growth. This involves the identification and management of enterprise-level and cross-cutting risks, designing and executing stress tests, managing climate risk and protecting against reputational risk. This integral role within the bank ensures operations are within a defined risk appetite and contribute to the overall objectives of the bank. Individuals responsible for In-business Risk Management oversee risk identification, assessment, measurement, monitoring and reporting. They design and implement risk mitigation actions and focus on managing one or more risks in support of business activities. Professionals in Enterprise Risk Management are entrusted with providing a comprehensive view of risk management which enables the bank to anticipate, assess, and mitigate potential risks, crucial for the bank's success. **Responsibilities** : + Leads risk and control assessments in line with established standards, provides risk mitigation recommendations. + Collaborates on audit, compliance, and regulatory findings, drives remediation efforts, sets up the quarterly audit process, and oversees the procedural implementation and change management to ensure sound governance and controls. + Enhances and automates control processes, monitors control exceptions and breaches. + Establishes and promotes strong governance, controls, and a culture of responsible finance, contributing to the implementation and oversight of the Control Framework. + Adheres to firm's Code of Conduct, Plan of Supervision, and all role-specific policies and procedures. + Manages risk evaluation in business decisions, ensures compliance with laws and regulations, promptly reports control issues, identifies root causes, and recommends corrective actions to prevent potential breaches. + Maintains updated knowledge in conducting risk and control assessments and effectively influences others. + Drives innovative risk analysis, ensures timely risk reporting, develops key communication materials, leads risk management training, and effectively manages risks related to new activities and business changes. + Assists in governance coordination, facilitates MCA risk assessments, adheres to policy, supports risk event responses, and integrates risk and control responsibilities within business units. + Enhances control capabilities, creates interim tools, strategizes monitoring solutions, applies business insights to implement control processes, and collaborates with stakeholders for firm protection and process improvements. + Is an enthusiastic and early adopter of change; takes ownership for helping others see a better future and stay positive during uncertainty. + Demonstrates and inspires curiosity in seeking new ways to overcome challenges; actively applies learning from failures. + Challenges self and others to seek out and communicate alternative views even when unpopular; welcomes diverse ideas to improve outcomes. + Acts as a change catalyst by identifying and helping others see where new ideas could benefit the organization. + Proactively seeks to understand and act in alignment with organizational decisions; helps others prioritize team and enterprise success over their own personal agenda + Focuses on highest-priority work aligned to business goals; helps others effectively manage competing priorities. + Proactively identifies opportunities to streamline work; creates process improvements that enhance efficiency for self and the team. + Takes personal accountability for escalating, identifying, and managing potential risk; implements controls that enhance the client experience and operational effectiveness. + Anticipates problems and proactively identifies solutions that address the root causes and result in meaningful improvements. + Sets high expectations and invests the necessary effort to deliver excellence and exceed performance goals. + Role-models and helps others to do the right thing for clients and Citi in all situations, even when difficult + Engages key stakeholders early and often and actively looks for opportunities to improve collaboration in achieving common goals. + Proactively seeks out opportunities to volunteer in Citi programs that support the community; advocates for solutions that meet the needs of Citi's clients and the community. + Enthusiastically promotes the unique needs and preferences of colleagues; makes active commitment to help colleagues achieve balance, well-being, and development. + Leverages varied networks to recruit diverse talent; advocates for colleagues with diverse skillsets, styles, and experiences to gain career opportunities. + Empathetically listens and understands others' positions before acting on issues; works to amplify voices that are minimized in the workplace + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards **Qualifications** : + 6-10 years of experience in Operational Risk Management, Audit, Compliance or other control function + Understanding of how to lead strong governance and controls, and build a culture of responsible finance, good governance, and ethics. + Familiarity with the firm's Code of Conduct, Plan of Supervision, and policies and procedures. + Background in collaborating with business partners on Audit, Compliance, and Regulatory findings and remediation efforts. + Familiarity with enhancing, automating, or simplifying control processes as well as monitoring control exceptions and breaches. + Knowledge of risk assessment, compliance with laws, rules, and regulations, and managing and reporting control issues. + Proven ability to design and lead projects that enhance processes, showcasing creativity in problem-solving complex situations. + Maintains knowledge of evolving requirements and their impacts, responsible for significant business results and technical strategy. + Demonstrates expertise in maintaining a robust Manager's Control Assessment in compliance with risk policies, affecting primarily a sub-function. + Proficient in applying requirements and implementing compliance policies, communicating effectively across the organization. + Liaises with Compliance Assurance and Internal Audit for issue resolution, demonstrating leadership and responsibility. + Maintains oversight through metrics review and corrective action plans tracking, using advanced analytical skills. + Prepares presentations on developments and emerging risks for senior management, showcasing strong communication skills. + Serves as a primary contact for audit groups, demonstrating strong networking and liaison skills. + Assesses risks in business decisions, complies with laws, regulations, policies, and ensures adherence, playing a significant role in the organization's performance. + Comprehensive understanding of risk identification, assessment, and mitigation strategies. + Proficiency in audit processes, compliance requirements, and relevant regulatory standards. + Capability in enhancing, automating, and simplifying control processes. + Strong leadership skills to manage governance and foster a culture of responsible finance and ethics. + Thorough understanding of the firm's policies and procedures relevant to the role. + Skills in organizing and managing audit processes and procedural changes. + Ability to evaluate risks in business decision-making and manage timely reporting of control issues. + Effective communication skills to liaise with various stakeholders across the business. **Education** : Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Risk Management ------------------------------------------------------ **Job Family:** In-Business Risk ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Analytical Thinking, Business Acumen, Constructive Debate, Escalation Management, Issue Management, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment, Stakeholder Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 20, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job Location: Virtual within a commutable distance of Bloomfield, CT or Tampa, FL. New Hires must live within a commutable distance of Bloomfield, CT or Tampa, FL. Training: IN-PERSON TRAINING for 4 weeks, Monday through Friday, 8:00AM - 4:30 PM. Key Responsibilities: * Virtual roles work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc. * Reviewing and adjudicating leave and/or accommodation requests in compliance with federal, state and company policies. * Establishing eligibility and applicability of leave requests while ensuring timely communication with employees, employers and other key stakeholders necessary to appropriately determine liability. * Maintain active oversight of leave claims from initiation to closure following appropriate policies and procedures around timely submission of information and absences in accordance with the plan(s). * Providing exceptional customer service while maintaining confidentiality and regulatory compliance requirements. * Support a continuous focus on quality and continuous improvement by ensuring efficiency, accuracy and a positive claimant experience. * Meeting and exceeding Key Performance Indicators and productivity metrics while maintaining quality. Essential Business Experience and Technical Skills: Required * New hires should live a commutable distance from the site the role is posted in. * Strong communication skills, both written and oral. * Demonstrated critical thinking in activities requiring analysis, investigation, and/or planning. * Strong Letter writing/Microsoft Word skills. * 2+ years Customer Service background. * High School Diploma or GED equivalent. * This role has mandatory paid training starting on February 16th. Candidates must be available and present for all training days. Preferred * 1+ years' experience in one or more leave State and Federal Leave Laws. * Prior experience with PFML, FMLA, Absence Management or Disability Claims. * Experience handling insurance claims (auto, home, life, etc.) * College Degree / Higher Education. At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers. Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace.