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Consumer Investment Banking VP/Director - Charlotte
Raymond James Financial, Inc.
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Charlotte, United States
Location
Charlotte
Posted
June 27, 2026
Commute
Local Area
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Job Description
**Responsibilities**
+ Hold overall responsibility for designing, developing, and delivering the organization's investment strategy.
+ Take overall responsibility for designing, developing, and delivering the organization's strategic plan for its financial product development program.
+ Develop and implement a relationship management plan for strategic, complex, global existing 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. Manage strategic client and client relationships, typically by deploying large account teams to ensure ongoing client satisfaction and loyalty toward the organization.
+ Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
**Skills**
+ Demonstrate expertise in a wide array of in...
+ Hold overall responsibility for designing, developing, and delivering the organization's investment strategy.
+ Take overall responsibility for designing, developing, and delivering the organization's strategic plan for its financial product development program.
+ Develop and implement a relationship management plan for strategic, complex, global existing 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. Manage strategic client and client relationships, typically by deploying large account teams to ensure ongoing client satisfaction and loyalty toward the organization.
+ Take responsibility for developing and delivering the organization's risk management and/or risk control policies and procedures.
**Skills**
+ Demonstrate expertise in a wide array of in...