Institutional Sales- Raymond James Investment Management

Willenborg Wealth Management

Base salary not specified; + compensation (cash or...
Fully remote
10 years asset management experience
5 years consultant relations role
Proven track record gaining product ratings
Willenborg Wealth Management is seeking an Institutional Sales Specialist to drive the growth of institutional assets under management, primarily targeting U.S. investment consulting firms in the Central and Eastern regions. The ideal candidate will have extensive experience in asset management, specifically in consultant relations, and a proven track record of generating assets under management and revenue. This fully remote position offers competitive compensation and a strong benefits package

Job Summary

  • 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.
  • The position requires managing relationships with investment consultant research staff, developing sales plans, and securing positive ratings for inclusion in consultant-influenced searches.
  • This role offers a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking an Institutional Sales Specialist to drive the growth of institutional assets under management, primarily targeting U.S. investment consulting firms in the Central and Eastern regions. The ideal candidate will have extensive experience in asset management, specifically in consultant relations, and a proven track record of generating assets under management and revenue. This fully remote position offers competitive compensation and a strong benefits package.

Salary

Base salary not specified; Additional compensation (cash or equity) may be included; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • 10 years asset management experience
  • 5 years consultant relations role
  • proven track record gaining product ratings

Nice-to-have

  • trusted advisor to institutional community
  • resilience through prospecting process
  • ability to work independently and collaboratively

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 required

Work Rights

Not specified

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