Institutional Sales

Job Description:

  • Drive growth of Taft-Hartley/institutional assets under management across all investment products
  • Source assets from U.S. investment consulting firms, focusing on firms in the Central and Eastern U.S.
  • Conduct direct outreach to Taft-Hartley plan sponsors
  • Position Raymond James Investment Management and affiliates’ capabilities before consultants
  • Guide offerings through manager research processes and secure positive ratings for consultant-influenced searches
  • Manage affiliate consultant relations efforts, including headquarters and field offices
  • Collaborate with Client Portfolio Management, Institutional Sales, and affiliates
  • Manage relationships with investment consultant research staff and field consultants
  • Develop and execute sales plans for assigned consulting firms
  • Identify and pursue new business opportunities with Taft-Hartley plan sponsors
  • Lead business development meetings and close institutional account sales
  • Build relationships with labor and management trustees, fund administrators, and fund professionals
  • Attend Taft-Hartley industry, regional, and trade-specific conferences, conventions, and events
  • Attend client review meetings at the request of funds or investment consultants
  • Provide comprehensive call notes and market feedback on affiliate products and industry trends
  • Serve as a trusted advisor and intellectual contributor to the institutional community
  • Define research meeting agendas and prepare consultant presentation materials
  • Maintain the CRM system
  • Review RFPs for potential clients
  • Perform additional assigned duties

Requirements:

  • 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 working 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
  • Comprehensive understanding of investment consultants and their institutional clients
  • SIE required unless an exemption or grandfathering can be applied
  • FINRA Series 7 License
  • Advanced concepts, principles and practices used in the securities industry
  • Advanced concepts, principles and practices of marketing and sales
  • Knowledge of institutional investment management products
  • Effective questioning and listening techniques
  • Detail orientation and follow-up skills
  • Ability to identify trends and communicate to management
  • Proficiency operating standard office equipment and required software applications
  • Ability to market the company and show resilience through prospecting
  • Ability to work independently and make non-routine decisions
  • Effective oral and written communication with all organizational levels, including senior management
  • Ability to organize and manage multiple detailed tasks with changing priorities and deadlines
  • Ability to balance conflicting resource and priority demands
  • Ability to partner with other functional areas
  • Ability to establish and maintain effective working relationships at all organizational levels

Benefits:

  • Medical, dental, and vision coverage
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
  • Remote workstyle
  • Equal opportunity employment
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