Internal Wholesaler - Raymond James Investment Management
Core
Supports Internal and External Wholesalers and Financial Advisors in the sales process, including prospecting, client presentations, and case analysis.
Role type
Sales Support Specialist (Securities)
Builds
Client proposals, investment policy statements, and sales reports for Financial Advisors
Domain
Financial Services / Securities Industry
Deliverable
client delivery
Required skills
Sales process support, client presentation, prospecting, case analysis, report generation, marketing campaign support
Preferred skills
Independent work, self-starter attitude, resilience in prospecting, team collaboration
Technologies
Mobius, Zephyr, Morningstar, standard office software
Responsibilities
Assist in all aspects of the sales process, generate new business with Senior Wholesalers, communicate with Financial Advisors across regions, assist in case analysis and presentations, support marketing campaigns via calls and mailings, respond to Financial Advisor requests for sales assistance
Seniority
Entry-level to Mid-level, hands-on IC