Regional Director, Structured Investments Consultant; Central Region

Regional Director, Structured Investments Consultant (Central Region)

Apply for the Regional Director, Structured Investments Consultant (Central Region) role at Raymond James
.

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. Requires solid knowledge of products, their characteristics, and market and good general education, excellent interpersonal skills, and sales experience.

• Under general direction with a high level of autonomy, represent the Raymond James Structured Investments Platform externally to create new and manage existing relationships with Raymond James financial advisors to drive departmental sales and increase utilization throughout a given territory.
• Provide balanced education on all products on the RJ SI Platform designed to drive sales while consistent with the firm's conservative nature.
• Provide face‑to‑face support in a specific territory through individual or group meetings, branch visits, Zoom, and conference appearances.
• Lead efforts in all aspects of the sales process and develop and implement a business plan within the territory.
• Build and maintain relationships with financial advisors to drive department sales objectives and increase advisor utilization.
• Work closely with other consultant team members to meet sales goals through leads from referrals, marketing campaigns, and territory canvassing.
• Deliver effective presentations to large audiences.
• Maintain activity logs and databases to create and maintain financial advisor profiles.
• Manage expenses within the allotted budget.
• Collaborate with product management, platform management, and custom solutions teams to support platform evolution and provide feedback.
• Organize, manage, and execute objectives with minimal oversight, strong attention to detail, professionalism, and timeliness.
• Perform other duties and responsibilities as assigned.

• Knowledge:
  • Advanced knowledge of the Structured Investments industry.
  • Principles of banking, finance, and securities industry operations.
  • Financial markets, products, advisory function, and investment process.
  • Advanced investment concepts, practices, and procedures used in the industry.
  • MS Office Applications.
• Skills:
  • Cultivating and maintaining effective relationships at all levels of the organization.
  • Excellent verbal and written communication skills.
  • Identifying customer needs through effective questioning and listening techniques.
  • Preparing and delivering clear, convincing, and professional sales presentations.
  • Organizing, managing, and tracking multiple detailed tasks with frequently changing priorities.
  • Critical thinking and problem solving to analyze, research, and resolve inquiries.
  • Analyzing business processes and identifying improvement opportunities.
  • Detail orientation to ensure quality standards are met.
  • Follow‑up to ensure resolution and completion of tasks.
  • Operating standard office equipment to produce correspondence, reports, and spreadsheets.
• Abilities:
  • Represent the company in a highly professional manner.
  • Demonstrate uncompromising adherence to ethical principles.
  • Organize, prioritize, and manage tasks and projects efficiently.
  • Provide high‑level customer service and address escalated issues.
  • Use appropriate interpersonal styles to communicate effectively with all organizational levels.
  • Develop and maintain effective working relationships with team members and partners.
  • 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.
  • Support the RJ SI Platform and demonstrate resilience through prospecting.
  • Demonstrate high self‑confidence and excel in a team environment.
• Educational & Experience Requirements:
  • Bachelor’s Degree in business, finance, or a related discipline and a minimum of eight years’ experience in the financial services industry.
  • OR any equivalent combination of experience, education, and/or training 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.

50‑75% travel within the Central Region.

$35,568.00‑$.

Education:

High School (HS).

Work Experience:

General Experience – 6 to 10 years.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.