You haven't searched anything yet.
Job Summary
The impact and inclusion data specialist is responsible for managing all data inputs, outputs, and insights generated by or for the Advisor Inclusion and Sustainable Investing teams. Curiosity and critical thinking are key to success in the role, as the associate will harness the power of data from multiple sources to develop recommendations to leadership that will inform and guide the firm’s strategies. The associate will focus on uncovering potential trends and communicating the work and ROI of our team through sophisticated dashboards, visualizations, presentations, and public-facing reporting. The role also entails building process and policy around the use of data shared with our team and how best to utilize information to foster community, recruiting, and asset growth. We are looking for a self-starter who thrives in a collaborative environment, and more specifically, someone who is motivated to tackle the challenge of quantifying business impacts of inclusive wealth management initiatives. In return, the associate will be poised to grow in our exciting and fast-paced environment supporting advisors and their clients.
Essential Duties and Responsibilities
· Establish effective processes for internal data collection, ongoing data management, and data sharing across departments or branches, including CRM tracking of advisor outreach. · Design, develop and refine reports, dashboards, and visualizations to effectively communicate key insights to stakeholders. · Unpack qualitative and quantitative data provided to our team to tell a story and identify gaps or opportunities for resource reallocation. · Develop and manage regular communications to support greater understanding and support of Advisor Inclusion and Sustainable Investing initiatives, such as leadership talking points, RJF Corporate Responsibility report, ESG Committee briefings, and Advisor Inclusion council strategy meetings. · Lead collaborative projects with marketing data insights, recruiting, and advisor training teams to measure advisor engagement and return on investment (ROI) of Advisor Inclusion and Sustainable Investing initiatives, providing insights to increase success. · Evaluate ROI of Advisor Inclusion symposiums and external partnerships.
investment initiatives to identify trends, anomalies, and opportunities for improvement.
reporting requirements and ensure metrics align with business objectives, turning complex
datasets into understandable and actionable metrics (KPIs) understood across business units.
Knowledge, Skills, and Abilities
Knowledge of
· Basics of investment products and solutions, diversity metrics and protected classes, sustainability metrics, and the wealth management industry. · Techniques of data sourcing and manipulation. · Best practices in dashboard and reporting creation and maintenance.
professional PowerPoint presentations
Skill in
nontechnical persons.
groups using incomplete data tables or unclean data from multiple sources.
insights to leadership used to inform decision making.
Ability to
frequently changing priorities.
Educational/Previous Experience Requirements
Education/Previous Experience
· Bachelor’s Degree with experience, training, or a concentration in Business Analytics, Mathematics, Impact Investing, Wealth Management, or Finance · Two (2) years of professional experience
Full Time
Securities
$62k-82k (estimate)
05/12/2024
07/11/2024
raymondjames.com
SAINT PETERSBURG, FL
7,500 - 15,000
1962
Public
PAUL C REILLY
$5B - $10B
Securities
Raymond James is a Florida-based investment bank that provides financial planning, wealth management, and asset management services.