Institutional Sales - Raymond James Investment Management
Core
Drive growth of Taft Hartley/institutional assets under management across all investment products sourced from U.S. investment consulting firms, with a focus on Central and Eastern U.S. firms and direct outreach to plan sponsors.
Role type
Senior Institutional Sales Specialist (Consultant Relations)
Builds
New assets and revenue through consultant-influenced searches and direct plan sponsor sales
Domain
Institutional Investment Management / Securities Industry
Required skills
Investment consultant relations, Taft-Hartley plan sponsor sales, RFP review, CRM management, market feedback synthesis, sales plan development, relationship management with trustees and fund professionals
Preferred skills
Proven track record of gaining product ratings and generating AUM, extensive knowledge of investment management industry and consultants
Technologies
CRM systems, standard office software, spreadsheets
Responsibilities
Manage affiliate consultant relations efforts across headquarters and field offices; Develop and execute sales plans for assigned consulting firms; Identify and close sales with Taft-Hartley plan sponsors; Attend industry conferences and client review meetings; Provide market feedback on affiliate products; Collaborate on research meeting agendas and presentations
Seniority
Senior, hands-on IC