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Raymond James · 2 days ago

Regional Director, Structured Investments Consultant (Western Region)

California, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$69K/yr - $150K/yr

8+ years exp

Raymond James is a financial services firm seeking a Regional Director for their Structured Investments Platform. The role involves creating and managing relationships with financial advisors to drive sales and increase utilization of the platform across the Western Region.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Demonstrates a commitment to Raymond James’ core values – namely putting the interests of clients first

Provide balanced education on all products on the RJ SI Platform in a manner designed to drive sales but also consistent with the conservative nature of the firm

Provides face-to-face support in a specific territory to financial advisors and their clients through individual or group meetings, branch visits, zoom meetings, etc. Also represents the RJ SI Platform at firm and department conferences

Leads efforts in all aspects of the sales process, and develops and implements a business plan within a specific territory

Responsible for building and maintaining relationships with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory

Works closely with other consultant team members to meet sales goals by identifying and fostering leads generated from referrals, marketing campaigns, and territory canvassing

Delivers effective presentations to large audiences

Meets specific objectives related to in-person financial advisor interaction as communicated from management

Maintains activity logs and/or databases to create and maintain financial advisor profiles and data

Manages expenses within allotted budget

Collaborates with RJ SI product management, platform management, and custom solutions teams to contribute to department wide initiatives, support platform evolution, and provide feedback from financial advisors and their clients

Organizes, manages, and executes on objectives with minimal oversight, strong attention to detail, a high level of professionalism, and with appropriate timeliness

Performs other duties and responsibilities as assigned

Qualification

Structured Investments knowledgeFinancial markets expertiseSales presentationsMS Office ApplicationsRelationship managementCustomer serviceDetail orientationEthical principlesCritical thinkingTeam collaborationCommunication skillsProblem solvingProject management