Job Description Summary
Under minimal supervision, uses extensive knowledge and skills obtained through education and experience to successfully develop new relationships and cultivate existing contacts as well as pro-actively and collaboratively lead strategy development to capture and grow new revenues both domestically and internationally. Serves as the Home Office sales contact for Raymond James and leadership desiring to learn about RJIM’s investment strategies and capabilities. Responsible for supporting sales initiatives and collaborating with marketing and distribution to grow sales and assets.
Job Description
Job Summary:
Under minimal supervision, uses extensive knowledge and skills obtained through education and experience to successfully develop new relationships and cultivate existing contacts as well as pro-actively and collaboratively lead strategy development to capture and grow new revenues both domestically and internationally. Serves as the Home Office sales contact for Raymond James and leadership desiring to learn about RJIM’s investment strategies and capabilities. Responsible for supporting sales initiatives and collaborating with marketing and distribution to grow sales and assets.
Responsibilities
- Partners with senior leadership, sales, and marketing to develop and implement initiatives focused on increasing RJIM’s presence and net new assets within Raymond James.
- Assists senior leadership with implementing a sales and marketing business plan with the goal of maximizing revenues.
- Leverages data to identify client trends for tactical growth opportunities.
- Maintains open communication with Raymond James partnership team and clients through all phases of the service process.
- Manages the process around Raymond James sponsorships, conferences, value add programs and marketing initiatives.
- Maintains contact with existing clients to ensure that the department’s expectations are being met and to seek to capture additional revenues where possible.
- Acts as a liaison between existing partners within Raymond James and various internal departments on issues ranging from fees to client services to Due Diligence.
- Maintains database of manager partner’s resource maps and key contacts.
- May support marketing campaigns by coordinating call and email campaigns.
- Reviews and assists with compliance approval for partner firms’ marketing materials.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, And Abilities
Knowledge of
- Company’s working structure, policies, mission and strategies
- The securities industry, specifically asset management, and products.
- Company’s working structure, policies, mission, and strategies.
- Advanced concepts, principles and practices of assigned functional area.
- Broker/dealer operations.
Skill in
- Identifying the needs of customers through effective questioning and listening techniques.
- Organizing, managing and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Detail orientation to ensure quality standards are met without impairing workflow.
- Following-up to ensure resolution and completion of tasks.
- Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
- Communicate effectively, both orally and in writing, with all organizational levels, including senior leadership
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions
- Train, coach, mentor and lead the work of others.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with internal and external client’s at all organizational levels, and with all levels of expertise in the securities industry, to accomplish objectives.
- Effectively address concerns or challenging questions when they arise.
- Represent RJA in a highly professional manner.
- Effectively market Raymond James and show resilience through the prospecting process.
- Work independently as well as collaboratively within a team environment.
- Identify problems, gather facts, and develop solutions.
Educational/Previous Experience Requirements
Education/Previous Experience
- Bachelor’s Degree, MBA preferred, with five (5) to ten (10) years related experience in the financial services industry.
- OR ~
- Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE, FINRA Series 7, FINRA Series 63 required
Travel Required: Yes, 25 % of the Time
Education
Bachelor’s: Business Administration, Bachelor’s: Marketing
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We Expect Our Associates At All Levels To
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
