Structured Investments Consultant

Description

Job Summary

Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective of driving departmental sales and increasing overall utilization. Uses extensive product and market knowledge and skills obtained through education and experience to educate financial advisors in an appropriately balanced manner. Contributes internally in all aspects of the sales process, including the development of targeted marketing campaigns, direct prospect contact, appointment scheduling, follow-up communications, financial advisor and client service related activities, and reactive and proactive phone support. This role will support Regional Structured Investments Consultants as needed. Additionally, supports financial advisors and their clients externally through high touch, face-to-face meetings and represents the RJ SI Platform at firm or department conferences. Provides comprehensive solutions to complex problems or needs. End results are measured and evaluated for achieving performance goals and objectives. Extensive contact with financial advisors and their end-clients is required to achieve departmental sales goals and increase advisor utilization.

Essential Duties and Responsibilities

• Demonstrates a commitment to Raymond James' core values - namely putting the interests of clients first.

• Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm.

• Provide reactive and proactive product related phone support. Serve as a primary point of contact for financial advisors on the RJ SI Platform.

• Provides face-to-face support to financial advisors and their clients externally through individual or group meetings, branch visits, zoom meetings, etc. Also represents the RJ SI Platform at firm and department conferences, recruiting "Home Office Visits", and client "By Invitation Only Visits".

• Involved in and leading efforts in all aspects of the sales process, and assists Regional Consultant Team to execute a business plan within a specific territory.

• Responsible for building and maintaining relationships with financial advisors to drive department sales objectives and to increase financial advisor utilization.

• Delivers effective presentations to large audiences.

• Meets specific objectives related to financial advisor interaction including meetings, phone calls, zoom meetings, client meetings, in person meetings, and other metrics as communicated from management.

• Maintains activity logs and/or databases to create and maintain financial advisor profiles and data.

• Manages expenses within allotted budget.

• Collaborates with RJ SI product management, platform management, and custom solutions teams to contribute to department wide initiatives, support platform evolution, and provide feedback from financial advisors and their clients.

• Organizes, manages, and executes on objectives with minimal oversight, strong attention to detail, a high level of professionalism, and with appropriate timeliness.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Advanced knowledge of the Structured Investments industry.

• Principles of banking, finance, and securities industry operations.

• Financial markets, products, financial advisory function, and investment process.

• Advanced investment concepts, practices, and procedures used in the industry.

• MS Office Applications.

Skill in

• Cultivating and maintaining effective relationships at all levels of the organization.

• Excellent verbal and written communication skills.

• Identifying the needs of customers through effective questioning and listening techniques.

• Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences.

• Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Critical thinking and problem solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner.

• Analyzing business processes and identifying process improvement opportunities.

• Detail orientation to ensure quality standards are met without impairing workflow.

• 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

• Represent the company in a highly professional manner

• Demonstrate uncompromising adherence to ethical principles.

• Organize, prioritize, and manage tasks and projects to complete work efficiently.

• Provide a high level of customer service, and address and resolve escalated advisor and client issues.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.

• Develop and maintain effective working relationships with team members, internal partners, and external parties, and promote internal team cohesiveness, cooperation, and effectiveness.

• Partner with other functional areas to accomplish objectives.

• Assimilate and prioritize strategies into operational guidelines.

• Work independently as well as collaboratively within a team environment.

• Establish clear directions and priorities.

• Effectively address concerns or challenging questions when they arise.

• Effectively support the RJ SI Platform and show resilience through prospecting process.

• Demonstrate high self-confidence.

• Excel in a team environment.

Educational/Previous Experience Requirements

• Bachelor's Degree (B.A.) in business, finance, or a related discipline and a minimum of five (5) years' experience in the financial services industry.

• ~ OR ~

• Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

• Required: FINRA Series 7, Series 66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days.

• Preferred: CAIA, CFP, CFA, CIMA, or MBA

Job: Private Clients Solutions

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Travel Yes, 25 % of the Time

Req ID: 2400968