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