Overlay Portfolio Trader: Tax-Optimized Multi-Sleeve
Listed on 2026-10-10
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Finance & Banking
Portfolio & Asset Management
Raymond James seeks an Overlay Portfolio Reviewer on the AMS Trading team in a hybrid model, with 3 days weekly at Saint Petersburg, FL or Memphis, TN offices. This role reviews and implements tax-optimized model portfolio overlays across managed accounts using ETFs and related products.
You will manage multi-sleeve accounts, execute trades under tight timelines, coordinate with external money managers, and maintain data and reporting while ensuring alignment with investment objectives.
The following opportunity is for a Overlay Portfolio Trader:
Tax-Optimized Multi-Sleeve with 100 Raymond James & Associates, Inc.
Are you ready to take on the Overlay Portfolio Trader:
Tax-Optimized Multi-Sleeve role at 100 Raymond James & Associates, Inc.?
We would love to welcome a new Overlay Portfolio Trader:
Tax-Optimized Multi-Sleeve to our organisation in Saint Petersburg, FL, United States.
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