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Fixed Income Wholesaler, RIA Partnership Group

Company: Raymond James Financial, Inc.
Location: Saint Petersburg
Posted on: March 25, 2020

Job Description:

Job Summary:Under limited supervision, uses specialized knowledge and skills obtained through education and experience to market taxable and tax free fixed income portfolio solutions to registered financial advisors via phone calls, emails and in person presentations. This position will require prospecting, marketing and onboarding registered investment advisory firms. Regular travel is required. Selling the story of how Raymond James plans to partner with RIA firms to provide fixed income services that will directly benefit both the RIA firm and their retail clients is essential.Essential Duties and Responsibilities: Prospect for RIA clients whom would benefit from Raymond James fixed income services. Clearly explain the benefits and services Raymond James Fixed Income Desk provides. Set-up phone and in person meetings with potential RIA clients. Lead sales meetings and follow-up as necessary. Build a starting relationship with RIA clients and guide them through the onboarding process and explain necessary documents. Coordinates with members of the fixed income trading desk to generate timely marketing materials in electronic format for fixed income products and services targeted at registered investment advisors. Designs, develops and manages marketing strategies. Responds to inquiries from RIA clients about the departments investment philosophies, products and services. Coordinates schedules and conducts seminars and conferences. Oversees the distribution of marketing literature. Prepares financial information reports. Conducts basic marketing research and compiles results for projects, as assigned. Maintains records and files on research projects. Provides training in fixed income marketing area. Performs other duties and responsibilities as assigned.Knowledge, Skills, and Abilities:Knowledge of: Extensive knowledge of the RIA landscape including having existing relationships with RIA firms and familiarity with the major custodians. Companys working structure, policies, mission, and strategies. Advanced concepts, practices, and procedures of Fixed Income. Principles of banking and finance and securities industry operations. Financial markets and products. Advanced marketing research theories, principles and practices and their application to assigned functional area. Customer analysis and profiling; market segmentations; program tracking and evaluation; and test design market data analysis. Advanced concepts and practices of competitive intelligence. Principles and practices of public relations and customer service.Skill in: Sales, relationship building and networking. Operating standard office equipment and using required software including email, graphics, presentation, spreadsheet, database and project management software including HTML and PDF document formatting. Designing, developing and conducting market research projects and analyzing and reporting results. Analyzing competitions products/services and marketing techniques. Analyzing service/product postures. Maintaining databases. Communicating technical concepts and ideas to non-technical audiences. Using computer modeling techniques. Operating standard office equipment and using required softwareAbility to: Travel regularly to meet with existing and potential clients. Extensively network for new relationships and request for referrals from existing relationships. Communicate effectively both orally and in writing with individuals at all organizational levels. Organize, manage and track multiple projects with frequently changing priorities in a fast-paced work environment. Take extensive client notes and document information through CRM systems. Convey information clearly and effectively through both formal and informal documents. Read, interpret, analyze and apply information from industry data. Attend to detail while maintaining a big picture orientation. Interpret and apply policies and identify and recommend changes as appropriate. Work independently as well as collaboratively within a team environment. Establish and maintain effective working relationships at all levels of the organization; including negotiating resources. Project a positive, professional image both internal and with external business contacts. Provide a high level of customer service.Educational/Previous Experience Recommendations: Sales Experience to registered investment advisors and knowledge of the key contacts at firms nationwide Bachelors degree and a minimum of five (5) years industry experience.Licenses: Series 7 license required. Series 52 and 66 licenses preferred.Job: Business DevelopmentOrganization: Fixed IncomeTitle: Fixed Income Wholesaler, RIA Partnership GroupLocation: FL-St. Petersburg-Saint PetersburgRequisition ID: 2000351

Keywords: Raymond James Financial, Inc., St. Petersburg , Fixed Income Wholesaler, RIA Partnership Group, Accounting, Auditing , Saint Petersburg, Florida

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