Regional Structured Investments Consultant

Job Description Summary

Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.

Job Description

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. Applies deep product and market expertise, gained through education and experience, to provide financial advisors and their clients with clear, balanced, and insightful guidance. 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.

Qualifications

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. 
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