Institutional Sales

Institutional Sales Specialist

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 :

• 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 plan sponsors, lead business development meetings, and close sales to institutional accounts.
• 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 :

Skill in :

Ability to :

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 :