Institutional Sales - Raymond James Investment Management

About the role

The primary objective of this role is to drive the growth of Taft Hartley/institutional assets under management across all investment products, sourced from U.S. investment consulting firms, with a particular focus on firms located in the Central and Eastern U.S. This position also includes direct outreach to Taft-Hartley plan sponsors. Travel Yes, 75% of the time. Workstyle Remote.

Responsibilities

• 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.
• 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.

Qualifications

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.

Skills

Knowledge: Understanding of company’s working structure, policies, mission and