Job Description

Responsibilities:

• Responsible for building and maintaining relationships with RIAs and intermediaries to generate Net New Assets and build RJIM brand awareness within the RIA channel and a defined territory.
• Educate RIAs on the benefits of offered products, primarily ETFs, and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows.
• Develop and/or deliver a plan for material aspects of ETF sales under guidance from senior colleagues.
• Sell complex, customized ETFs and ancillary value-add to clients.
• Manage important client relationships with guidance from senior colleagues or oversee relationship management with a group of more transactional clients.
• Develop and/or deliver budget plans with guidance from senior colleagues.
• Manage expense account within allotted budget.
• Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
• Work on complex administrative processes and databases to develop and test administrative procedures to ensure they are fully in line with organizational needs.

Skills:

• Applies expertise to act as the organizational authority on developing appropriate plans or performing necessary actions based on recommendations and requirements related to ETFs.
• Acts as the organization’s authority and established expert to develop solutions based on an understanding of the business environment and objectives related to ETFs.
• Acts as the organization’s authority and established expert on understanding and using standard office equipment and standard software packages to support business processes.
• Uses comprehensive knowledge and skills to act independently while guiding and training others to orient the seller’s organization around delivering to the key needs of their customers. 
• Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making related to ETFs.
• Applies expertise to serve as the organizational authority on conducting research and analyzing data in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
• Applies comprehensive knowledge and skills to work independently while providing guidance and training to others on acquiring, organizing, protecting and processing data to fulfill business objectives related to ETFs.
• Uses comprehensive knowledge and skills to act independently while guiding and training others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges related to ETFs.
• Uses comprehensive knowledge and skills to act independently while guiding and training others to quickly and effectively establish trust within the buying centers in the client’s organization related to ETFs. 
• Uses comprehensive knowledge and skills to act independently while guiding and training others to grow the value of the account through cross-sell and up-sell opportunities. 
• Uses comprehensive knowledge and skills to act independently while guiding and training others to accurately identify and understand the key buying influences pertaining to an opportunity related to ETFs. 
• Uses comprehensive knowledge and skills to act independently while guiding and training others to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained related to ETFs. 
• Uses comprehensive knowledge and skills to act independently while guiding and training others to help the client prioritize their business objectives and challenges related to ETFs.

Education

Bachelor’s: Business Administration, Bachelor’s: Marketing

Work Experience

Manager Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Workstyle

Remote

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.