Vice President, Strategic Accounts - Raymond James Investment Management

Chartwell Investment Partners

Hybrid
Develop new relationships with senior leadership
Leverage data to identify client trends
Manage sponsorships and marketing initiatives
The role serves as the primary Home Office sales contact for Raymond James leadership to learn about RJIM's investment strategies

Job Summary

  • The role serves as the primary Home Office sales contact for Raymond James leadership to learn about RJIM's investment strategies.
  • Responsibilities include partnering with senior leadership to implement business plans that maximize revenues and net new assets.
  • The position requires managing the entire service process communication between partners, clients, and internal departments.

Matching Summary

The role serves as the primary Home Office sales contact for Raymond James leadership to learn about RJIM's investment strategies.

Skills & Requirements

Must-have

  • Develop new relationships with senior leadership
  • Leverage data to identify client trends
  • Manage sponsorships and marketing initiatives
  • Coordinate call and email campaigns
  • Ensure compliance approval for marketing materials

Nice-to-have

  • Resilience through prospecting process
  • Collaborate within a team environment
  • Train, coach, and mentor others
  • Represent firm in professional manner

Key Requirements

  • Bachelor's Degree required, MBA preferred
  • 5 to 10 years financial services experience
  • FINRA Series 7 and Series 63 licenses required
  • SIE certification required
  • 25% travel required

Work Rights

Not specified

Tailored Resume

Cover Letter