**Essential Duties and 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. **Qualifications** **Knowledge, Skills, and Abilities** **Knowledge of** • Advanced knowledge of the Structured Investments industry. • Principles of banking, finance, and securities industry operations. • Financial markets, products, financial advisory function, and investment process. • Advanced investment concepts, practices, and procedures used in the industry. • MS Office Applications. **Skill in** • Cultivating and maintaining effective relationships at all levels of the organization. • Excellent verbal and written communication skills. • Identifying the needs of customers through effective questioning and listening techniques. • Preparing and delivering clear, convincing, and professional sales presentations to small and large audiences. • Organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. • Critical thinking and problem solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner. • Analyzing business processes and identifying process improvement opportunities. • Detail orientation to ensure quality standards are met without impairing workflow. • Follow-up to ensure resolution and completion of tasks. • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets. **Ability to** • Represent the company in a highly professional manner • Demonstrate uncompromising adherence to ethical principles. • Organize, prioritize, and manage tasks and projects to complete work efficiently. • Provide a high level of customer service, and address and resolve escalated advisor and client issues. • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals. • Develop and maintain effective working relationships with team members, internal partners, and external parties, and promote internal team cohesiveness, cooperation, and effectiveness. • Partner with other functional areas to accomplish objectives. • Assimilate and prioritize strategies into operational guidelines. • Work independently as well as collaboratively within a team environment. • Establish clear directions and priorities. • Effectively address concerns or challenging questions when they arise. • Effectively support the RJ SI Platform and show resilience through prospecting process. • Demonstrate high self-confidence. • Excel in a team environment. **Educational/Previous Experience Requirements** • Bachelor’s Degree (B.A.) in business, finance, or a related discipline and a minimum of eight (8) years’ experience in the financial services industry. • ~ OR ~ • Any equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** • Required: FINRA Series 7, Series 66 or 63/65, SIE (provided that an exemption or grandfathering cannot be applied) or ability to obtain within 90 days. • Preferred: CAIA, CFP, CFA, CIMA, or MBA **Travel Requirements** 50-75%