Chief Investment Officer – RJ Trust Position Available In Pinellas, Florida

Chief Investment Officer – RJ Trust
locations
Saint Petersburg, Florida – United States
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id

R-0001676

Job Description
Job Summary
Under executive direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to develop and execute comprehensive investment strategies that align with the trust company’s goals, overseeing the management of client trust portfolios, conducting thorough market research, managing risk, and leading a team of investment professionals that work closely with advisors, all while adhering to strict regulatory and compliance fiduciary standards. Leads large and/or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Extensive contact with internal and external customers is required to identify research, analyze and resolve complex issues.
Essential Duties and Responsibilities
Strategy, Compliance and Risk Management Create and implement an attractive trust investment platform that allows advisors to maintain deep and meaningful relationships with clients while providing sound fiduciary investment management and oversight that adheres to fiduciary asset management standards
Ensure adherence to all applicable regulatory requirements and fiduciary standards
Review, update and maintain investment policies and procedures as necessary to align to the risk profile and risk tolerance of the trust company
Establish and maintain robust risk management frameworks to mitigate potential investment risks within client portfolios
Partner closely with Compliance and Internal Audit to identify and remediate opportunities for improvement
Participate and or lead our investment committees at both trust entities
Stay informed about changes in federal and state regulations and industry best practices
Team Leadership and Partnerships
Recruit, lead and mentor a team of investment professionals that embrace the firms core values and collaborate with advisor and their clients
Foster a culture of continuous improvement within the investment team
Build and maintain strong relationships with other senior RJT leaders to ensure seamless fiduciary administrative and investment management services to trust clients
Work closely with the Private Client Group leaders to ensure we are delivering on the expectations of our advisors and implement new and innovative strategies to address current challenges or obstacles
Effectively communicate and collaborate with regulators on all exams and notable issues and recommendations
Foster a culture of excellence, collaboration and continuous improvement
Work closely with the Asset Management Group at RJ to ensure we are leveraging all of the firms’ resources to better serve our clients and advisors, this includes the frequent review of product trends and offerings that may be suitable for the trust investment platform as well as research and other due diligence resources available to the trust company
Represent RJTNA and RJTCNH on firm wide investment initiatives
Knowledge, Skills, and Abilities
Knowledge of
Extensive experience in investment management, particularly within the trust company environment.
Deep understanding of financial markets, investment strategies, and economic trends.
Strong analytical and problem-solving skills to evaluate investment opportunities and manage risk. Excellent communication and presentation skills to effectively convey complex investment concepts to clients and advisors
Proven leadership abilities to manage and motivate an investment team. CFA Charterholder or equivalent professional designation preferred. Skill in
Exercising analytical and forward thinking with a demonstrated track record of successfully developing and implementing strategic plans calling for substantial growth.
Demonstrating excellent interpersonal and leadership skills to provide a high level of customer service.
Cultivating and maintaining effective working relationships at all levels of the organization.
Providing excellent sales and marketing/presentations.
Outstanding oral and written communications.
Demonstrating uncompromising adherence to ethical principles.
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Identifying trends and determining impact on assigned functional area.
Ability to
Coach and mentor a high performing investment teams
Foster a cooperative work environment and partner with other functional areas to accomplish objectives.
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
Balance conflicting resource and priority demands.
Partner with other functional areas to accomplish objectives.
Plan, assign, monitor, review, evaluate and lead the work of others.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
Attend to detail while maintaining a big picture orientation.
Identify required tasks, develop timelines and execute.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Education/Previous Experience
Bachelor’s Degree from four year college or university with a minimum of fifteen (10) years of experience in financial services with relevant fiduciary investments background. At least five (5) years of leadership experience.
~or~
Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
CFA preferred.
Disclaimer
Raymond James Trust is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans

EOE/AA:

Female/Minorities/Disabled/Protected Veterans/LGBT
Education

Bachelor’s:

Accounting, Bachelor’s:

Business Administration, Bachelor’s:

Finance
Work Experience
Manager Experience – More than 15 years
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-TG1
About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. While we might not have the perfect role for you today, we’d love to keep in touch.
to stay up to date on career opportunities that may be a good fit for you.
Working at Raymond James
Our business is deeply focused on people and their financial well-being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.
As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.