Job Summary
Under general direction with a high level of autonomy, represents the Raymond James Structured Investments Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective of driving departmental sales and increasing overall utilization throughout a given territory. Uses extensive product and market knowledge and skills obtained through education and experience to educate financial advisors and their clients in an appropriately balanced manner. Responsible for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in a specific territory. Represents the RJ SI Platform at firm or department conferences. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Leads projects, programs, or processes with significant business impact involving cross-functional teams. 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.
• Provides face-to-face support in a specific territory to financial advisors and their clients through individual or group meetings, branch visits, zoom meetings, etc. Also represents the RJ SI Platform at firm and department conferences.
• Leads efforts in all aspects of the sales process, and develops and implements 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 within a specific territory.
• Works closely with other consultant team members to meet sales goals by identifying and fostering leads generated from referrals, marketing campaigns, and territory canvassing.
• Delivers effective presentations to large audiences.
• Meets specific objectives related to in-person financial advisor interaction 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.

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 (8) 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

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm