Raymond James · 1 month ago
Alternative Investments Consultant
Saint Petersburg, Florida - United States
Full-time
Hybrid
Senior Level
5+ years expRaymond James is a financial services firm seeking an Alternative Investments Consultant to represent their Private Market and Alternatives platform. The role focuses on driving sales, educating financial advisors and clients about complex investment products, and maintaining strong customer relationships.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Demonstrates a commitment to the firm’s core values
Provide balanced education on the complex products and strategies on the AI platform in a manner designed to drive sales but also consistent with the conservative nature of the firm
Maintains market and product knowledge required to appropriately educate advisors and clients serving as a subject matter expert for the complex products and strategies on the AI platform
Assists financial advisors in educating clients on the benefits and risks associated with the various complex products and strategies on the AI platform through general education, product specific education, and support on specific client cases
Provide reactive strategy and product-related phone support. Serve as a primary point of contact for financial advisors contacting AI for product and strategy related support
Work with External Consultants, Directors, and others to identify, schedule, and ultimately conduct face to face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform and how those opportunities integrate within the advisors' established investment framework
Deliver effective presentations to large audiences that may include financial advisors, clients and other professionals that participate in servicing the financial needs of clients (attorneys, certified public accountants, etc)
Represent the AI platform at RJ and department conferences, recruiting 'home office visits', and client 'by invitation only visits'
Meet specific objectives related to proactively contacting financial advisors to discuss the products and strategies available on the Private Market and Alternatives platform
Initiate, develop, and lead sales and marketing campaigns that are aligned with the organizational vision and strategies for growth
Prepares presentations for inclusion on intranet website and/or in person delivery to financial advisors and branch management
Contribute to department wide initiatives that require team input (sales and marketing strategies, marketing campaigns, creation of marketing collateral, evaluation of effectiveness of existing resources, etc.)
Organizes, manages, and executes on objectives with minimal oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness
Perform other duties and responsibilities as assigned
Qualification
Required
Bachelor's Degree in business, finance or a related discipline and a minimum of five (5) years' experience in the financial services industry
Existing (or an ability to quickly acquire) knowledge required to appropriately educate on the complex products and strategies offered on the Alternative Investments platform
SIE required provided that an exemption or grandfathering cannot be applied
Required: Series 7
Preferred
CAIA, CFP, CFA, or MBA
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
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