Phone: 1 (317) 975-1773

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AVP, Private Institutional Client Associate – Operations Opportunity with Raymond James

Raymond James is recruiting experienced hire candidates for the  AVP, Private Institutional Client Associate – Operations.

Under general supervision, but also utilizing independent discretion, uses specialized knowledge and skills obtained through experience and/or formal training to provide proactive support to PIC team, PIC clients and financial advisors.   Assists VP of Operations in supporting live deal operations and post-closing needs. Contribute to the collection of fee revenue by monitoring capital calls or other payment-triggering events and coordinating with other members of PIC team to track team revenues. Extensive contact with internal and external customers to identify, research, and resolve problems.

Essential Duties and Responsibilities:

  • Work closely with Head of Operations to oversee all aspects of operationalizing, live, and closed deals, oversee analysts and associates during pre-launch and capital raising processes, maintains responsibility for designing and managing technology systems and processes to enhance business processes.
  • Oversee revenue tracking and collection for the Private Investments business line, build relationships with investment sponsors to strengthen pipeline and co-investing opportunities, assist with the management of the distribution process to advisors and investors, Shares responsibility for tracking revenues and generating invoices for any monies owed by sponsors or other parties.
  • Contributes to CRM data maintenance process, respond daily to financial advisors and clients to facilitate the investment process, or resolve investment questions, Processes and follows up on client documentation for proper maintenance of accounts, Creates and maintains records and files necessary for the operation of the business.
  • Prepares reports and analysis used in management presentations, and year-end performance reporting, maintains client information and creates reports using portfolio software programs, Assists team members with marketing efforts including presentations, advisor/client launch emails, webinars, etc. Performs other duties and responsibilities as assigned.

To learn more, express interest, and engage with Raymond James; Two actions are needed asap.

1. Learn more about the AVP, Private Institutional Client Associate – Operations and apply.

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