Alternative Investments Consultant

Alternative Investments Consultant page is loaded## Alternative Investments Consultant locations:
Saint Petersburg, Florida - United Statestime type:
Full time posted on:
Posted 23 Days Agojob requisition :
R-0008534
** Job Description Summary
** Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience.
** Job Description
** Individuals assuming this role will be responsible for representing the Raymond James Private Market and Alternatives platform to financial advisors and clients, with the ultimate objective of driving departmental sales and increasing overall penetration of the advisors in the firm that are employing products and strategies offered on the AI platform. Such strategies include but are not limited to Hedge Funds, Private Equity, Non-Traded REIT’s and BDC’s, Interval Funds, and concentrated equity strategies.

This role will support departmental objectives through a combination of reactive and proactive phone support, as well as in person meetings with financial advisors and/or clients. Represent AI and facilitate educational sessions at firm or department conferences. Maintain the product knowledge required to appropriately educate advisors and clients on the various complex products and strategies available on the AI platform.
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* Essential Duties and Responsibilities:

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* • 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.
** Knowledge of:*
* • Advanced knowledge of complex…