Institutional Sales

September 26, 2026

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Job Description:

Drive growth of Taft-Hartley/institutional assets under management across all investment products
Source assets from U.S. investment consulting firms, focusing on firms in the Central and Eastern U.S.
Conduct direct outreach to Taft-Hartley plan sponsors
Position Raymond James Investment Management and affiliates’ capabilities before consultants
Guide offerings through manager research processes and secure positive ratings for consultant-influenced searches
Manage affiliate consultant relations efforts, including headquarters and field offices
Collaborate with Client Portfolio Management, Institutional Sales, and affiliates
Manage relationships with investment consultant research staff and field consultants
Develop and execute sales plans for assigned consulting firms
Identify and pursue new business opportunities with Taft-Hartley plan sponsors
Lead business development meetings and close institutional account sales
Build relationships with labor and management trustees, fund administrators, and fund professionals
Attend Taft-Hartley industry, regional, and trade-specific conferences, conventions, and events
Attend client review meetings at the request of funds or investment consultants
Provide comprehensive call notes and market feedback on affiliate products and industry trends
Serve as a trusted advisor and intellectual contributor to the institutional community
Define research meeting agendas and prepare consultant presentation materials
Maintain the CRM system
Review RFPs for potential clients
Perform additional assigned duties

Requirements:

Bachelor’s Degree (B.A.) in Finance or Business
At least 10 years of experience working in asset management
At least 5 years of experience working in a consultant relations role for a multi-capability institutional investment management firm
Proven and measurable track record of gaining product ratings, getting into searches, and generating AUM and revenue through investment consultants and plan sponsors
Extensive knowledge of the investment management industry
Comprehensive understanding of investment consultants and their institutional clients
SIE required unless an exemption or grandfathering can be applied
FINRA Series 7 License
Advanced concepts, principles and practices used in the securities industry
Advanced concepts, principles and practices of marketing and sales
Knowledge of institutional investment management products
Effective questioning and listening techniques
Detail orientation and follow-up skills
Ability to identify trends and communicate to management
Proficiency operating standard office equipment and required software applications
Ability to market the company and show resilience through prospecting
Ability to work independently and make non-routine decisions
Effective oral and written communication with all organizational levels, including senior management
Ability to organize and manage multiple detailed tasks with changing priorities and deadlines
Ability to balance conflicting resource and priority demands
Ability to partner with other functional areas
Ability to establish and maintain effective working relationships at all organizational levels

Benefits:

Medical, dental, and vision coverage
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off, including vacation, holidays, and sick leave
Parental leave
Remote workstyle
Equal opportunity employment

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