External Wholesaler - Raymond James Investment Management - Remote / Ohio
Core
Generate assets and sales revenue by building relationships with regional wirehouses, financial advisors, and brokers within a specific territory.
Role type
Senior IC external wholesaler (financial services)
Builds
Sales pipelines and asset growth for financial products
Domain
Financial services / Asset management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Relationship building with financial advisors, sales presentation delivery, territory business planning, lead generation and canvassing, expense management, securities industry knowledge, broker/dealer operations understanding
Preferred skills
None stated
Technologies
Standard office equipment, required software applications for correspondence, reports, and spreadsheets
Responsibilities
Build and maintain relationships with financial advisors to generate assets; Educate advisors on product benefits via meetings, seminars, and conferences; Develop and implement wholesaling business plans; Present sales activities at weekly meetings; Maintain activity logs and broker profile databases; Collaborate with internal wholesalers to deliver sales goals
Seniority
Mid-level, hands-on IC