Raymond James · 3 hours ago
Retirement Plan & Institutional Platform Specialist
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
3+ years expRaymond James is a financial services firm that supports Financial Advisors and their Retirement Plan and Institutional clients. They are seeking a detail-oriented Platform Specialist who will develop impactful content, enhance advisor engagement, and support strategic initiatives across the Institutional Fiduciary Solutions platform.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
In coordination with internal and external partners, develop, coordinate, and maintain content supporting retirement plan and institutional offerings
Ensure all collateral remains accurate, current, and aligned with business standards
Create, update, and troubleshoot RJnet pages to ensure content accuracy, accessibility, and functionality
Design and prepare presentations that effectively communicate platform solutions and recommendations
Develop and coordinate email communications, including newsletters and process/operational updates
Support the development and delivery of educational materials for advisors and internal partners
Manage planning, coordination, and execution of regional sales webinars
Serve as a subject matter expert or facilitate reviews among SMEs during content development
Assist in developing and executing strategies that enhance brand awareness, generate leads, and support sales initiatives
Manage projects from concept through completion, ensuring timelines, budgets, and expectations are met
Collaborate with cross-functional teams to align content, strategic priorities, and business objectives
Conduct market research to identify industry trends, competitive offerings, and emerging capabilities
Partner with analytics teams to track, analyze, and interpret campaign performance
Provide insights and recommendations to optimize future initiatives
Qualification
Required
Bachelor's degree in a related field and 3–5 years of experience in financial services, retirement/institutional markets, or marketing within these sectors; OR an equivalent combination of education, experience, and training as approved by Human Resources
Knowledge of retirement plan and institutional business including defined contribution, defined benefit, endowments, foundations, and nonprofit clients
Knowledge of concepts and regulatory requirements related to retirement plans and institutional business
Skilled in using standard office software to create presentations, communications, reports, and data spreadsheets
Skilled in managing time effectively, prioritizing multiple tasks, and meeting deadlines
Skilled in delivering highly detailed, accurate work without compromising efficiency
Skilled in following up and driving tasks to completion
Ability to gather information, identify linkages or trends, and apply insights to assignments
Ability to research, interpret, and analyze information to support recommendations
Ability to organize and manage multiple detailed tasks in a fast-paced environment with shifting priorities
Ability to communicate effectively through both written and verbal channels
Ability to build and maintain strong working relationships across the organization
Ability to work independently while contributing to a collaborative team environment
Ability to maintain current knowledge of investment and retirement plan products
Preferred
SIE preferred (unless exempt)
FINRA Series 7 preferred
AIF or Chartered Retirement Plan Specialist (CRPS) designation, or ability to obtain within one year
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
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