Institutional Sales- Raymond James Investment Management

About the Role

Key Responsibilities

• Manage a significant portion of RJIM's affiliate consultant relations efforts, including headquarters and field offices.
• Coordinate, collaborate, and communicate with RJIM's Client Portfolio Management, Institutional Sales, and affiliates.
• Manage relationships with investment consultant research staff and field consultants.
• Develop and execute a sales plan detailing capabilities to present to each consulting firm, focusing on new ratings and existing client relationships.
• Identify and pursue new business opportunities with plan sponsors, lead business development meetings, and close sales to institutional accounts.
• Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback on affiliate products and industry trends.
• Serve as a trusted advisor and intellectual contributor to the institutional community.
• Collaborate with the institutional sales team to define research meeting agendas and prepare materials for consultant presentations.
• Ensure proper maintenance of the CRM system.
• Review RFPs for potential clients.
• Perform additional duties and responsibilities as assigned.

Requirements

• Knowledge of the company's structure, policies, mission, and strategies.
• Understanding of advanced concepts, principles, and practices used in the securities industry.
• Knowledge of advanced concepts, principles, and practices of marketing and sales.
• Familiarity with institutional investment management products.
• Ability to identify customer needs through effective questioning and listening techniques.
• Detail orientation to ensure quality standards are met without impairing workflow.
• Ability to identify trends and communicate them to management.
• Follow-up skills to ensure resolution and completion of tasks.
• Proficiency in operating standard office equipment and software applications for correspondence, reports, and spreadsheets.
• Ability to effectively market the company and demonstrate resilience during prospecting.
• Ability to work independently and make non-routine decisions.
• Strong communication skills, both oral and written, with all organizational levels.
• Ability to organize, manage, and track multiple tasks with changing priorities in a fast-paced environment.
• Capacity to balance conflicting resource and priority demands.
• Ability to partner with other functional areas to achieve objectives.
• Ability to work independently and collaboratively within a team.
• Skill in establishing and maintaining effective working relationships at all organizational levels.

Nice to Have

• Experience gaining product ratings, entering searches, and generating AUM and revenue through investment consultants and plan sponsors.
• Extensive knowledge of the investment management industry and understanding of investment consultants and their institutional clients.

Qualifications

• Bachelor's Degree (B.A.) in Finance or Business.
• At least 10 years of experience working in asset management.
• At least 5 years of experience in a consultant relations role for a multi-capability institutional investment management firm.
• Proven track record of gaining product ratings, securing search placements, and generating assets and revenue.
• Licenses: SIE (required unless exempt), FINRA Series 7 License.