JobMesh

Institutional Sales- Raymond James Investment Management

Raymond James · US

Job Description Summary The primary objective of this role is to drive the growth of institutional assets under management across all investment products, so...

Job description

Job Description Summary The primary objective of this role is to drive the growth of 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 plan sponsors. Key responsibilities include effectively positioning Raymond James Investment Management and its affiliates' strongest capabilities in front of consultants, guiding these offerings through the various stages of the manager research process, and securing positive ratings for inclusion in consultant-influenced searches—all critical steps in generating new assets and revenue. Responsibilities: - The 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 d...