RIA Strategic Accounts Director, RJIM

Raymond James; Denver (CO); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Professional Buyer Director to enhance distribution efforts through key relationships in the RIA marketplace. This role involves cultivating partnerships, expanding investment exposure, and collaborating with leadership to drive strategic initiatives. The ideal candidate will have extensive experience in relationship management, a deep understanding of the RIA landscape, and the ability to navigate the competitive environment effectively. Join a forward-thinking company that values authenticity and diversity, where your contributions will significantly impact the firm's success.

Qualifications

• 6 to 10 years in relevant roles with a deep understanding of the RIA marketplace.
• Experience in relationship management and financial markets, specifically ETFs.

Responsibilities

• Cultivate relationships with key decision makers at RIAs to drive strategic initiatives.
• Collaborate with RJIM Leadership, Portfolio Management, Sales, and Marketing.

Skills

Territory and client management

Preparing and executing business plans

Identifying trends and implementing corrective actions

Operating office equipment and software applications

Education

Bachelor’s in Business Administration

Job description

Join to apply for the RIA Strategic Accounts Director, RJIM role at Raymond James

Job Summary:

RJIM is seeking a Professional Buyer Director to focus on our distribution efforts via key placements, takeovers, and model assets at RIAs. Reporting to the Head of Professional Buyers, the ideal candidate is a seasoned and successful National Accounts professional with established, meaningful relationships across professional buyers in the RIA marketplace. They should be well-known and respected by key decision-makers, including those in Platform, Research, and Partnership development. The candidate should possess a deep understanding of RIA aggregators, custodian platform structures, and business development opportunities, along with innovative ideas to leverage RJIM investment capabilities.

Responsibilities:

1. Cultivate and deepen relationships with key decision makers at RIAs to drive strategic initiatives, including model allocations, shelf space expansion, new product placement and launches, and securing partnership opportunities. Key contacts will include Head of Research and Due Diligence, Product Gatekeepers, and Platform Heads.
2. Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds on recommended lists and within discretionary model portfolios.
3. Collaborate with RJIM Leadership, Portfolio Management, Sales, and Marketing to support the RIA strategy.
4. Evaluate sponsorship opportunities for events, partnerships, and educational meetings with management.
5. Represent RJIM at industry events and conferences to promote the firm and build relationships.
6. Understand the competitive environment, create cross-selling opportunities, and develop overall sales opportunities for the field sales team.
7. Maintain existing relationships and prospect for new opportunities independently while fostering a collaborative, team-oriented approach.

Knowledge of:

• RJ and RJIM working structure, policies, mission, and strategies
• Fundamental concepts, principles, and practices used in the securities industry
• Relationship management principles and practices
• Financial markets and products, specifically ETFs
• Deep understanding of the RIA marketplace

Skills in:

• Territory and client management
• Preparing and executing business plans
• Identifying trends and implementing corrective actions
• Operating office equipment and software applications for communication, spreadsheets, and client databases

Ability to:

• Communicate effectively at all organizational levels
• Manage multiple tasks with shifting priorities in a fast-paced environment
• Balance resource and priority demands
• Partner with other areas to achieve objectives
• Work independently and collaboratively
• Establish and maintain effective relationships

Education:

Bachelor’s in Business Administration

Work Experience:

6 to 10 years in relevant roles

Certifications:

Securities Industry Essentials Exam (SIE) - FINRA

Travel:

Up to 50%

Workstyle:

Remote

Raymond James values authenticity, diversity, and inclusion, fostering a culture where all associates are respected and empowered. We are an equal opportunity employer, making employment decisions based on merit and business needs.