- 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. (Indianapolis, IN)
- …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