Portfolio Specialist - Asset Management Service

Job Description Summary

We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.

Job Description

We are seeking a dynamic and motivated Internal Sales Representative to join our growing Investment Solutions team. In this role, you will be the driving force behind building and nurturing relationships with financial advisors, wealth managers, and institutional clients. Your mission: to promote and sell our suite of investment products and solutions that help clients achieve their financial goals.

Key Responsibilities

• Proactively engage with financial professionals via phone, email, virtual meetings and in-person to promote investment products.
• Partner with external partners to develop and execute territory sales strategies.
• Educate clients on product features, market trends, and portfolio positioning.
• Maintain a deep understanding of our investment offerings, including mutual funds, ETFs, model portfolios & Separately Managed Accounts (SMAs).
• Track and report on sales activity using CRM tools.
• Provide exceptional service and support to clients, ensuring a seamless sales experience.

Skill in:

• Strong communication, presentation, and relationship-building skills.
• Passion for financial markets and investment strategies.
• Self-starter with a collaborative mindset and goal-oriented attitude.

What We Offer:

• Competitive base salary + performance-based incentives.
• Comprehensive benefits package (health, dental, 401(k), etc.).
• Ongoing training and professional development.
• A supportive, inclusive, and high-performance culture.
• Opportunities for career advancement within a leading investment firm.

Education

• Bachelor's (Required)

Work Experience

• General Experience - 13 months to 3 years

Certifications

• s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA)
• s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

• Less than 25%

Workstyle

• Hybrid

Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

People-First Culture

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. 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.