**Job Description** **Responsibilities:** • Play central role in developing and executing sales strategy for boutique (working alongside distribution leadership), including identifying and executing cross-selling opportunities as well as directly covering a subset of clients • Engage the portfolio management teams within the sales planning process and provide regular business updates • Serve as a contact for clients, researching and answering requests and questions • Participate in team efforts to cultivate prospective clients through relationships across distribution channels, referrals and other decision makers • Monitor client portfolio performance for under- or out-performance and/or dispersion • Develop story lines for marketing and presentations • Provide updates and value add materials to the various sales channels • Travel extensively with Raymond James Investment Management distribution teams, focusing on new business development as well as deepening client relationships • Participate in initiatives within the department related to strategy, direction and service offerings • Assist in marketing products to retail and institutional constituencies as needed • Perform other duties and responsibilities as assigned **Qualifications - External** **Knowledge, Skills, and Abilities:** **Knowledge of:** • Company’s working structure, policies, mission and strategies • Fundamental concepts, principles and practices used in the securities industry • Fundamental concepts, principles and practices of relationship management • Investment product management and investment consulting experience • Financial markets and products **Skill in:** • Interpreting and applying policies and procedures • Preparing management reports • Identifying trends and implementing appropriate corrective action • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets **Ability to:** • Communicate effectively, both orally and in writing, with all organizational levels, including senior management • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions • Balance conflicting resource and priority demands • Partner with other functional areas to accomplish objectives • Work independently as well as collaboratively within a team environment • Establish and maintain effective working relationships at all levels of the organization **Education** Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance **Work Experience** Manager Experience - 6 to 10 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM) **Travel** Up to 50% **Workstyle** Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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 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. \#LI-JB1