Portfolio Specialist – Asset Management Service

Raymond James; Florida; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

Ongoing training and development

Career advancement opportunities

Job summary

Raymond James in Saint Petersburg, FL seeks a Portfolio Specialist within Asset Management Services to drive relationships with financial advisors, wealth managers, and institutional clients, promoting a suite of investment products.

You will collaborate with partners to execute territory sales plans, educate clients on fund features, market trends, and portfolio positioning, and maintain CRM activity to track results.

Qualifications

• Bachelor’s degree required.
• 1–3 years of general sales/relationship-building experience.
• FINRA licenses: S66, S7, SIE or willingness to obtain.

Responsibilities

• Proactively engage financial professionals to promote investment products by phone, email, virtual meetings and in-person calls.
• Partner with external teams to develop and execute territory sales strategies.
• Educate clients on product features, market trends, and portfolio positioning; maintain CRM activity.

Skills

Communication skills

Presentation skills

Relationship-building

Sales mindset

Education

Bachelor’s degree

Tools

CRM software

Job description

## Portfolio Specialist – Asset Management ServiceApply: Saint Petersburg, Florida - United States: Full time: Posted Today: R-0013404**Job Description Summary****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**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.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 firmAt 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.