at Raymond James Financial, Inc. in Springfield, Illinois, United States
Job Description
Responsibilities:
+ The Taft-Hartley Institutional Sales Specialist will be responsible for managing a significant portion of RJIM’s affiliate consultant relations efforts, including headquarters and field offices.
+ Coordination, collaboration, and communication with RJIM’s Client Portfolio Management, Institutional Sales, and each affiliate will be essential to the role.
+ Manage relationships with investment consultant research staff and field consultants.
+ Develop and execute a sales plan detailing which capabilities to present to each assigned consulting firm, with an emphasis on new ratings and existing client relationships.
+ Identify and pursue new business opportunities with Taft-Hartley plan sponsors, lead business development meetings, and close sales to institutional accounts.
+ Develop relationships with prospective labor and management trustees of Taft-Hartley Funds/Union Funds, Fund Administrators, and Fund professionals.
+ Build and develop relationships with Taft-Hartley client trustees and Fund professionals
+ Attend Taft-Hartley industry related, regional, and trade specific conferences, conventions, and events.
+ Attend client review meetings at the request of the Fund or the Investment Consultant.
+ Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback, both positive and negative-on affiliate products and industry trends.
+ Provide Institutional Sales and Affiliates with comprehensive call notes and market feedback-both positive and negative-on affiliate products and industry trends.
+ Serve as a trusted advisor and intellectual contributor to the institutional community.
+ Collaborate with the institutional sales team to define research meeting agendas and prepare materials for impactful consultant presentations.
+ Ensure proper maintenance of the CRM system.
+ Review RFPs for potential clients.
+ Perform additional duties and responsibilities as assigned.
Knowledge of:
+ Company’s working structure, policies, mission and strategies.
+ Advanced concepts, principles and practices used in the securities industry.
+ Advanced concepts, principles and practices of marketing and sales aspects.
+ Institutional investment management products.
Skill in:
+ Identifying the needs of customers through effective questioning and listening techniques.
+ Detail orientation to ensure quality standards are met without impairing work flow.
+ Identifying trends and communicating to management.
+ Follow-up to ensure resolution and completion of tasks.
+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to:
+ Effectively market the company and show resilience through the prospecting process.
+ Work independently, make non-routine decisions.
+ Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
+ Balance conflicting resource and priority demands.
+ Partner with other functional areas to accomplish objectives.
+ Work independently as well as collaboratively within a team environment.
+ Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
Education/Previous Experience:
+ Bachelor’s Degree (B.A.) in Finance or Business with at least 10 years of experience working in asset management and at least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm.
+ The ideal candidate must have a 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 with a comprehensive understanding of investment consultants and their institutional clients.
Licenses/Certifications:
SIE required provided that an exemption or grandfathering cannot be applied.
+ FINRA Series 7 License.
Travel:
Yes, 75 % of the Time
To view full details and how to apply, please login or create a Job Seeker account