Institutional Sales

Job not on LinkedIn

🔥 6 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $130k - $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Raymond James

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1962

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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