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Raymond James · 1 day ago

Commercial & Industrial Services Associate / VP

Chicago, IL

Full-time

Onsite

Mid Level

$130K/yr - $225K/yr

3+ years exp

Raymond James is an investment banking firm seeking a Commercial & Industrial Services Associate / VP. The role involves developing service offerings, managing client relationships, and ensuring compliance with legal and regulatory requirements while maximizing investment value.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Take responsibility for developing and delivering an important part of the organization's investment policy

Also responsible for maximizing the value of investments by managing an investment department or unit

Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy

Develop and implement a relationship management plan for strategic, complex, global existing accounts to build key relationships at local, national, and corporate levels

Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues

Manage strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the organization

Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels

Coordinate the engagement of own organization with the customer organization to ensure effective two-way flow of information and resolution of issues

Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions

Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures

Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework

Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts

Represent the organization in external relations with investors, clients, industry, partners, the public, and others

Focus is on a specific area of the organization, such as a function or department

May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences

Act as subject matter expert in an area of technology, policy, regulation, or operational management for the function

Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media

Qualification

Investment bankingRisk managementStakeholder engagementFinancial product developmentRelationship managementData analysisClient account managementCustomer experienceSales alignmentVerbal communicationProblem-solving