Vista previa generada por IA
VP Investment Banking - ESOP role in Saint Petersburg, Florida, leading investment policy, product development, and risk management.
15+ years experience, SIE certified, competitive compensation, and a culture of client first, integrity, and growth.
Job Description Summary
Job Description Summary Takes a mid-level coordinating role in the investment banking function, within either an industry sector or a product capability, developing a service or product offering to clients or prospective clients of the firm, evaluating risk in that context, and coordinating and executing the banking function, in a manner consistent with all applicable legal and regulatory requirements.
Responsibilities
- Take responsibility for developing and delivering an important part of the organization's investment policy. Also responsible for maximizing the value of investments by managing an investment department or unit.
- Take responsibility for developing and delivering a major part of the organization's financial product development program to enable overall corporate strategy.
- Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
- Develop and implement a relationship management plan for strategic, complex, global potential accounts to build key relationships at local, national, and corporate levels. Coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues.
Skills
Use understanding of the business environment and objectives in developing solutions. Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns. Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required. Interpret and apply knowledge of laws, regulations and policies in area of expertise.
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$130,000.00-$250,000.00
Travel
Less than 25%
Workstyle
Resident
Compensation Details
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
Equal Opportunity
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.