RIA Strategic Accounts Director, RJIM

Raymond James Financial, Inc.; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a Strategic Accounts Director to enhance distribution efforts and drive strategic initiatives within the RIA marketplace. The ideal candidate will have a proven track record in managing national accounts, fostering relationships with key decision-makers, and leveraging investment capabilities for growth. This role demands a deep understanding of the RIA landscape, strong communication skills, and the ability to thrive in a collaborative environment. Join a forward-thinking company that values integrity and a client-first approach, where your contributions will significantly impact the firm's success.

Qualifications

• 6 to 10 years of general experience in the financial industry.
• Securities Industry Essentials Exam (SIE) certification required.

Responsibilities

• Cultivate relationships with key decision-makers at RIAs to drive initiatives.
• Collaborate with leadership to support RIA strategy and expand investment exposure.
• Represent the firm at industry events and evaluate sponsorship opportunities.

Skills

Territory and client management

Preparing and executing business plans

Identifying trends

Effective communication

Organizational skills

Education

Bachelor’s in Business Administration

Tools

Office software applications

Job description

RIA Strategic Accounts Director, RJIM

RIA Strategic Accounts Director, RJIM

Apply locations Remote Colorado - United States Remote Illinois - United States time type Full time posted on Posted 2 Days Ago job requisition id R-0003237

Job Description

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 best leverage RJIM investment capabilities.

Responsibilities:

• 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.
• Expand investment exposure within the RIA channel by placing RJIM ETFs and Funds on recommended lists and within discretionary model portfolios.
• Collaborate with RJIM Leadership, Portfolio Management, Sales, and Marketing to support the RIA strategy.
• Evaluate sponsorship opportunities for events, partnerships and educational meetings with management.
• Represent RJIM at industry events and conferences to promote the firm and build relationships.
• Understand the competitive environment, create cross selling opportunities and develop overall sales opportunities for the field sales team.
• 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.
• Fundamental concepts, principles, and practices of relationship management.
• Financial markets and products, specifically ETFs.
• Deep understanding of RIA marketplace.

Skill in:

• Territory and client management.
• Preparing and executing business plans.
• Identifying trends and implementing appropriate corrective action.
• Operating standard office equipment and using required software applications for electronic communication, spreadsheets and client data bases.

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 shifting 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: Business Administration

Work Experience:

General Experience - 6 to 10 years

Certifications:

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range:

$100,000.00-$150,000.00

Travel:

Up to 50%

Workstyle:

Remote

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:

1. Grow professionally and inspire others to do the same.
2. Work with and through others to achieve desired outcomes.
3. Make prompt, pragmatic choices and act with the client in mind.
4. Take ownership and hold themselves and others accountable for delivering results that matter.
5. 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.