Institutional Sales- Raymond James Investment Management

Raymond James

Fully remote
10 years in asset management
5 years in consultant relations
Proven track record of gaining product ratings
Raymond James is seeking an Institutional Sales Specialist to drive growth in institutional assets under management, particularly by engaging with U.S. investment consulting firms. The role involves managing relationships with investment consultants and plan sponsors while executing sales strategies to secure positive ratings and generate revenue

Job Summary

  • The primary objective of this role is to drive the growth of institutional assets under management across all investment products.
  • This position includes direct outreach to plan sponsors and managing relationships with investment consultant research staff.
  • Raymond James values a people-first culture and encourages associates to bring their authentic selves to work.

Matching Summary

Match Score: 85

Raymond James is seeking an Institutional Sales Specialist to drive growth in institutional assets under management, particularly by engaging with U.S. investment consulting firms. The role involves managing relationships with investment consultants and plan sponsors while executing sales strategies to secure positive ratings and generate revenue.

Skills & Requirements

Must-have

  • 10 years in asset management
  • 5 years in consultant relations
  • Proven track record of gaining product ratings

Nice-to-have

  • Strong communication skills
  • Ability to work independently
  • Detail-oriented and organized

Key Requirements

  • Bachelor's Degree in Finance or Business
  • SIE and FINRA Series 7 License required
  • Travel required up to 75%

Work Rights

Not specified

Tailored Resume

Cover Letter