Institutional Sales

🕒 il y a 1 mois

🌽 Illinois – Distant

🌽 Illinois – Remote

💵 $130 000 - $150 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

🤑 Commercial

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 5%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Raymond James

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1962

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

Raymond James est une entreprise de services financiers mondiale qui propose une gamme complète de solutions d'investissement, y compris la gestion de patrimoine, la gestion d'actifs et des services de banque d'investissement. L'entreprise se spécialise dans la fourniture de conseils financiers et de planification sur mesure pour les particuliers et les institutions, en mettant l'accent sur la planification de la retraite, la gestion de patrimoine et l'éducation financière. Soutenue par une solide équipe de conseillers financiers et une expertise sectorielle, Raymond James s'engage à aider ses clients à atteindre leurs objectifs financiers grâce à des services personnalisés.

Description

• Drive growth of Taft-Hartley/institutional assets under management across all investment products • Source assets from U.S. investment consulting firms, focusing on firms in the Central and Eastern U.S. • Conduct direct outreach to Taft-Hartley plan sponsors • Position Raymond James Investment Management and affiliates’ capabilities before consultants • Guide offerings through manager research processes and secure positive ratings for consultant-influenced searches • Manage affiliate consultant relations efforts, including headquarters and field offices • Collaborate with Client Portfolio Management, Institutional Sales, and affiliates • Manage relationships with investment consultant research staff and field consultants • Develop and execute sales plans for assigned consulting firms • Identify and pursue new business opportunities with Taft-Hartley plan sponsors • Lead business development meetings and close institutional account sales • Build relationships with labor and management trustees, fund administrators, and fund professionals • Attend Taft-Hartley industry, regional, and trade-specific conferences, conventions, and events • Attend client review meetings at the request of funds or investment consultants • Provide comprehensive call notes and market feedback on affiliate products and industry trends • Serve as a trusted advisor and intellectual contributor to the institutional community • Define research meeting agendas and prepare consultant presentation materials • Maintain the CRM system • Review RFPs for potential clients • Perform additional assigned duties

🎯 Exigences

• Bachelor’s Degree (B.A.) in Finance or Business • At least 10 years of experience working in asset management • At least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm • Proven and measurable track record of gaining product ratings, getting into searches, and generating AUM and revenue through investment consultants and plan sponsors • Extensive knowledge of the investment management industry • Comprehensive understanding of investment consultants and their institutional clients • SIE required unless an exemption or grandfathering can be applied • FINRA Series 7 License • Advanced concepts, principles and practices used in the securities industry • Advanced concepts, principles and practices of marketing and sales • Knowledge of institutional investment management products • Effective questioning and listening techniques • Detail orientation and follow-up skills • Ability to identify trends and communicate to management • Proficiency operating standard office equipment and required software applications • Ability to market the company and show resilience through prospecting • Ability to work independently and make non-routine decisions • Effective oral and written communication with all organizational levels, including senior management • Ability to organize and manage multiple detailed tasks with changing priorities and deadlines • Ability to balance conflicting resource and priority demands • Ability to partner with other functional areas • Ability to establish and maintain effective working relationships at all organizational levels

🏖️ Avantages

• Medical, dental, and vision coverage • Life insurance • Critical illness insurance • Accident insurance • Disability benefits • Retirement savings • Paid time off, including vacation, holidays, and sick leave • Parental leave • Remote workstyle • Equal opportunity employment