Institutional Sales - Raymond James Investment Management
Core
Drive growth of Taft Hartley/institutional assets under management across 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
Institutional Sales Specialist (Asset Management)
Builds
New assets and revenue through consultant-influenced searches and direct plan sponsor sales
Domain
Institutional Investment Management / Securities Industry
Required skills
Managing affiliate consultant relations, developing sales plans for new ratings, identifying new business opportunities with plan sponsors, building relationships with labor/management trustees and fund professionals, attending industry conferences, reviewing RFPs, CRM maintenance
Preferred skills
Proven track record of gaining product ratings and generating AUM/revenue, extensive knowledge of investment consultants and their institutional clients
Technologies
CRM systems, standard office equipment, software applications for correspondence and spreadsheets
Responsibilities
Manage affiliate consultant relations across headquarters and field offices, coordinate with Client Portfolio Management and affiliates, develop and execute sales plans emphasizing new ratings, lead business development meetings to close institutional accounts, attend client review meetings, provide market feedback on affiliate products, collaborate on research meeting agendas and presentation materials
Seniority
Senior, hands-on IC
