Institutional Sales- Raymond James Investment Management

Chartwell Investment Partners

Base salary components; + compensation (cash or eq...
**
10 years asset management experience
5 years consultant relations role
Track record of gaining product ratings
** Chartwell Investment Partners is seeking an experienced Institutional Sales Specialist to drive growth in institutional assets under management, primarily through engagement with investment consulting firms and plan sponsors. The ideal candidate will have a strong background in asset management and consultant relations, along with a proven track record of generating revenue and product ratings. **

Job Summary

  • The primary objective is to drive the growth of institutional assets under management across all investment products sourced from U.S. investment consulting firms.
  • The role requires managing relationships with investment consultant research staff, developing sales plans, and securing positive ratings for inclusion in consultant-influenced searches.
  • This position offers a comprehensive benefits package including medical, dental, vision, life insurance, disability benefits, retirement savings, and paid time off.

Matching Summary

Match Score: 75

** Chartwell Investment Partners is seeking an experienced Institutional Sales Specialist to drive growth in institutional assets under management, primarily through engagement with investment consulting firms and plan sponsors. The ideal candidate will have a strong background in asset management and consultant relations, along with a proven track record of generating revenue and product ratings. **

Salary

Base salary components; Additional compensation (cash or equity) and discretionary bonuses; Eligible for comprehensive benefits package

Skills & Requirements

Must-have

  • 10 years asset management experience
  • 5 years consultant relations role
  • Track record of gaining product ratings
  • Direct outreach to plan sponsors
  • Managing investment consultant research staff

Nice-to-have

  • Trusted advisor to institutional community
  • Resilience through prospecting process
  • Collaborative team environment
  • Intellectual contributor to industry trends

Key Requirements

  • Bachelor's Degree in Finance or Business
  • FINRA Series 7 License required
  • SIE license required unless exempted
  • 10 to 15 years general experience
  • 75% travel requirement

Work Rights

Not specified

Tailored Resume

Cover Letter