Alternative Investments Consultant

Job Description

Job Summary: 

Reporting to the Head(s) of Alternative Investments Distribution, this role is pivotal in representing Raymond James' Alternative Investments platform to financial advisors and clients within a designated region. The consultant will drive the adoption of Alternative Investments products through a combination of research, education, and a consultative approach. This involves providing high-touch support to both potential users and seasoned adopters, ensuring they are well-informed about the Alternative Investments platform's strategy, approach, and suite of solutions. The role requires active management of the region using CRM tools to identify growth opportunities and address gaps. The consultant will conduct regular meetings with financial advisors to enhance their understanding of Alternative Investments opportunities and support available. Additionally, the role includes supporting broader departmental objectives through phone support, in-person meetings, creation of educational materials, and participation in conferences. The ideal candidate will be a subject matter expert, capable of creating awareness and driving sales while maintaining the firm's conservative approach.

Essential Duties and Responsibilities:

• Commit to firm’s core values.

• Maintain market and product knowledge.

• Serve as a subject matter expert for Alternative Investments products and strategies.

• Educate advisors and clients on Alternative Investments benefits and risks.

• Manage regional coverage for product launches and distribution.

• Meet objectives by visiting and contacting financial advisors.

• Prepare and deliver presentations.

• Provide proactive and reactive support through various channels.

• Collaborate with Alternative Investments product development, research, and operations.

• Represent Alternative Investments platform at conferences and client visits.

• Contribute to department initiatives.

• Organize and execute objectives with minimal oversight.

Knowledge, Skills, and Abilities:

• Advanced knowledge of Alternative Investments products and strategies.

• Relationship-building to increase competitive awareness.

• Proficient in CRM systems.

• Understanding of banking, finance, and securities operations.

• Knowledge of micro and macroeconomics.

• Financial markets and advisory processes.

• MS Office applications.

Skills:

• Effective questioning and listening.

• Cultivating relationships at all organizational levels.

• Managing multiple activities in a fast-paced environment.

• Delivering professional sales presentations.

• Excellent communication skills.

• Critical thinking and problem-solving.

• Analyzing business processes for improvement.

• Using office equipment and software applications.

Abilities:

• Adhere to ethical principles.

• Quickly acquire knowledge of Alternative Investments strategies and products.

• Represent the company professionally.

• Organize and manage tasks efficiently.

• Provide high-level customer service.

• Communicate effectively with all organizational levels.

• Develop and maintain effective working relationships.

• Partner with other functional areas.

• Work independently and collaboratively.

• Establish clear directions and priorities.

Educational/Experience Requirements:

• Bachelor’s Degree in business, finance, or related discipline.

• Minimum of ten years' experience in financial services.

• Series 7, 63, 66 licenses required.

• Preferred: CAIA, CFP, CFA, or MBA.

Working Conditions:

• Normal business hours; additional hours may be required.

• Travel required: 50-75%.

• Location: Western US

Education

Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Economics

Work Experience

General Experience – 10 to 15 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 65 or Series 66_RA - Investment Adv Rep - Financial Industry Regulatory Authority (FINRA), Series 7_GS (pre 5/77 - No Options) - Financial Industry Regulatory Authority (FINRA)

Salary Range

$130,000.00-$130,000.00

Travel

Less than 25%

Workstyle

Hybrid

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

#LI-JM1