Institutional Fiduciary Solutions Consultant

Institutional Fiduciary Solutions Consultant

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Job Description Summary

Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors (FAs) and their clients regarding qualified and nonqualified retirement plans.

Job Description

Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors (FAs) and their clients regarding qualified and nonqualified retirement plans, as well as, institutional investment consulting issues which may include plan design review, investment policy consultation, regulatory updates, plan reviews, proposal management, product analysis, asset allocation analysis, investment & investment manager and vendor selection. Leads defined work or projects of moderate scope and complexity. Resolves or recommends solutions to complex problems. Requires extensive contact with internal and external customers to provide retirement planning consultative services.

Essential Duties And Responsibilities

• Responds to FA questions by telephone, email and occasional personal visits.
• Serves as a resource for FAs for plan analysis or comprehensive solutions for their institutional clients and prospects.
• Provides plan design review and third party plan administration recommendations.
• Assists in development of investment policy statements.
• Evaluates overall individual and employer-based retirement needs, researches various options, and provides plan alternatives.
• Evaluates client and prospect investment processes and investments and creates detailed analysis and recommendations for investment implementation.
• Provides regulatory updates.
• Researches and provides recommendations related to vendor selection; performs some due diligence of vendors.
• Conducts research as needed; requests guidance when appropriate.
• Creates plan alternatives using proprietary and third party software packages and provides general technical support to users of the software.
• Designs and prepares presentations that clearly communicate the recommendations and alternatives related to the assigned functional area.
• May participate in the client presentations (primarily over the phone, however sometimes in person); as requested by the FA.
• May assist in the creation of presentations and be an instructor in various training programs attended by FAs.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, And Abilities

Skill in

Ability to

Educational / Previous Experience Requirements

Licenses / Certifications

Education

Bachelor's : Business Administration, Bachelor's : Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We Expect Our Associates At All Levels To

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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