Sales /Marketing Specialist II (Alternative Investments)

Location: SAINT PETERSBURG, FL Reference Code: 0800407 Job Summary: Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors to meet specific marketing and sales goals in creating new assets in alternative investment products which include hedge funds, fund of funds, managed futures, private equity, real estate, commodities, structured products, equity exchange funds and equipment leasing.  Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions.  Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business. Essential Duties and Responsibilities: · Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.· Works independently in sourcing and developing new investment advisor and financial planner relationships to meet sales goals.· Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars.· Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products. · Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products.· Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on a national basis.· Executes business development strategies on behalf of the department. · Gathers information and data on prospects to be used in the sales process.· Follows-up with financial advisors to ensure high quality service delivery. · Establishes and maintains a prospect database. · Performs other duties and responsibilities as assigned.Knowledge, Skills, and Abilities:Knowledge of:· Advanced concepts, practices and procedures of investment management products including hedge funds, fund of funds, managed futures, private equity, real estate, commodities, structured products and equity exchange funds.  · Concepts, practices and procedures of business development in a financial services/broker-dealer environment.· Strong investment concepts, practices and procedures used in the securities industry. · Principles of banking and finance and securities industry operations. ·   Financial markets, products, financial advisory function and investment process. Skill in:· Sourcing and developing sales prospects.· Executing business development strategies.· Gathering and compiling information and data. · Initiating sales calls and responding to inquiries and turning them into sales opportunities. · Establishing and maintaining databases. · Preparing and delivering written and oral presentations.  · Operating standard office equipment and using required software applications. Ability to:· Partner with other functional areas to accomplish objectives.· Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.· Incorporate needs, wants and goals from different investment advisor organizations into marketing and sales strategies.· Research, interpret, analyze and apply information about prospective investment advisor organizations.· Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment.  · Communicate effectively, both orally and in writing.· Work independently as well as collaboratively within a team environment.· Providing a high level of customer service· Establish and maintain effective working relationships at all organizational levels.  · Maintain currency in investment advisor and financial planner services and products. Educational/Previous Experience Requirements:· Bachelor’s Degree from a four year college or university with one (1) to three (3) years experience in marketing or sales in a financial planning, investment management or other financial services environment.~or~· An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications:· FINRA Series 7 license or ability to obtain within six (6) months of hire date. About us We take pride in providing innovative, individual financial planning and investment alternatives to a discriminating client base. While our mission is specific, our own needs are broad and we rely on a committed, diversely talented group of associates and experts - from electricians to financial attorneys - to enable and sustain our success. As a firm that has built a reputation on its commitment to independence and individuality, we value and reward the contributions of our associates. Everyone has an opportunity to make an impact at Raymond James. EOE-Drug Free Workplace