Advisor Relations & Growth Manager

Raymond James; Philadelphia (Philadelphia County); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Job summary

Raymond James is seeking a motivated external sales support professional to engage Financial Advisors, develop relationships, and drive new business within a designated territory. The role emphasizes consultative selling, market knowledge, and collaboration with internal teams to deliver solutions.

The ideal candidate has a finance background, 1–3 years of experience, and strong communication skills. The position is hybrid, with a comprehensive benefits package and opportunities for professional

Qualifications

• Bachelor's degree in Finance or related field.
• Strong sales experience with consultative selling approach.
• Excellent interpersonal and communication skills; team player.

Responsibilities

• Manages territory to attain sales and revenue goals.
• Conducts consultative, relationship-building calls with Financial Advisors.
• Develops and executes sales plan strategies with internal and external teams.
• Articulates investment solution strategies and discusses markets.
• Identifies opportunities, advances relationships, and introduces new concepts.
• Analyzes regional sales trends and supports service delivery.

Skills

Consultative sales

Relationship building

CRM familiarity

Financial markets knowledge

Communication skills

Education

Bachelor's in Finance

Tools

CRM software

Job description

Raymond James is seeking a motivated external sales support professional to engage Financial Advisors, develop relationships, and drive new business within a designated territory. The role emphasizes consultative selling, market knowledge, and collaboration with internal teams to deliver solutions.

The ideal candidate has a finance background, 1–3 years of experience, and strong communication skills. The position is hybrid, with a comprehensive benefits package and opportunities for professional