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 each affiliate.
• Manage relationships with investment consultant research staff and field consultants.
• Develop and execute a sales plan detailing capabilities to present to each assigned 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 impactful consultant presentations.
• Ensure proper maintenance of the CRM system.
• Review RFPs for potential clients.
• Perform additional duties and responsibilities as assigned.

Requirements

• Bachelor's Degree (B.A.) in Finance or Business with at least 10 years of experience working in asset management and at least 5 years in a consultant relations role for a multi-capability institutional investment management firm.
• Proven and measurable track record of gaining product ratings, getting into searches, and generating AUM and revenue through investment consultants and plan sponsors.
• Extensive knowledge of the investment management industry and a comprehensive understanding of investment consultants and their institutional clients.
• Knowledge of the company's working structure, policies, mission, and strategies.
• Understanding of advanced concepts, principles, and practices used in the securities industry, marketing, and sales.
• Knowledge of institutional investment management products.
• SIE license (required unless exempted or grandfathered).
• FINRA Series 7 License.
• Travel required: 75% of the time.

Qualifications

• Bachelor's Degree in Finance or Business.
• At least 10 years of experience 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 in product ratings, searches, and generating assets and revenue.