• Client Portfolio Manager

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …will entail serving as a liaison between ClariVest and various departments at RJIM , acting as a subject-matter expert on their products, investment process, market ... views, and portfolio positioning, serving all applicable constituents downstream in this...overall strategy, product positioning, and marketing campaigns * Assists client service with reporting * Maintains familiarity with peers… more
    Raymond James Financial, Inc. (10/25/24)
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  • Client Portfolio Manager

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …across distribution channels, referrals and other decision makers * Monitor client portfolio performance for under- or out-performance and/or dispersion ... key point of contact for institutional and intermediary clients, monitoring portfolio performance and operational activities while building and maintaining strong… more
    Raymond James Financial, Inc. (11/06/24)
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