Trust Investment Leader: Portfolio & Asset Allocation
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-08-02
Listing for:
310 Raymond James Trust, National Association
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Raymond James is seeking a trust investment professional to manage prudent investment of fiduciary assets held in Trust accounts in collaboration with Financial Advisors. You will lead defined projects, review asset allocations, and ensure portfolios align with policies while supporting client meetings and committee presentations.
The role requires a Bachelor’s degree in finance or related discipline and 3–5 years of investment experience;
Series 7/63 are preferred.
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