Sales Development Associate-Bethesda, MD

100 Raymond James & Associates, Inc.; Bethesda (MD); On-site; USD 36,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a business development professional to support financial advisors by building client pipelines through prospecting, networking and centers of influence.

The role involves independent work on complex assignments, developing marketing content, and analyzing sales trends to drive marketing strategies and sales success.

Hybrid work style, with responsibilities including seminars, client engagements, and collaboration with advisors to meet sales goals.

Qualifications

• Bachelor’s degree and 3 years in financial services, preferably in marketing or sales.
• Equivalent combination of experience, education and/or training accepted by HR.
• Experience in marketing, sales or business development in financial planning or investment management environment.

Responsibilities

• Initiates outbound sales calls and responds to inquiries, including follow-up and material delivery.
• Participates in professional organizations to expand network of business contacts.
• Establishes and maintains a prospect database.
• Develops new client relationships to meet sales goals.
• Assists in developing product positioning documents and content for materials and seminars.
• Analyses sales trends, product demand and marketing strategies.
• Supports marketing programs and messaging for assigned products.
• Participates in advisor and client seminars and other sales events.
• Executes business development strategies for the branch.
• Gathers information on prospects for the sales process.

Skills

Prospecting

Networking

Client relationship development

Sourcing new clients

Marketing materials development

Education

Bachelor’s degree

SIE

Series 7

S65

S66

S7 - General Securities

Tools

CRM system

Marketing collateral

Job description

Job Description Summary

Under limited supervision, uses extensive knowledge and skills obtained through education and experience to support the business of financial advisors by developing client pipelines through prospecting, networking, community involvement, centers of influence and developing niches to meets specific marketing and sales goals. Works independently on difficult assignments that are broad in nature, requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Resolves or recommends solutions to complex questions and problems. Extensive contact with internal and external customers is required to establish and maintain relationships that lead to creating new business.

Responsibilities

• Initiates outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.
• Participates in professional organizations and activities to expand network of business contacts.
• Establishes and maintains a prospect database.
• Works independently in sourcing and developing new client relationships to enable financial advisors to meet sales goals.
• Assists in developing product oriented positioning documents, product profiles, competitive analysis and other content for web sites, marketing materials and seminars.
• Gathers, analyzes, interprets and distributes information on sales trends, product demand and marketing strategies for assigned products.
• Supports marketing programs and assists others in developing a clear, compelling and differentiated message and position for assigned products.
• Participates in advisor and client seminars, product road shows, branch presentations, conference calls, point of sale support, and other sales functions on behalf of the financial advisors.
• Executes business development strategies on behalf of the branch.
• Gathers information and data on prospects to be used in the sales process.
• Follows-up with financial advisors to ensure high quality service delivery.
• Perform other duties and responsibilities as assigned.

Education & Experience

Bachelor’s degree and three years’ experience in the financial services industry, preferably including related experience in marketing or sales in a financial planning, investment management or other financial services environment ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses & Certifications

• Licenses: SIE required provided that an exemption or grandfathering cannot be applied
• Series 7 Education: Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s (Required)
• Work Experience: General Experience - 4 to 6 months
• Certifications: S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - FINRA, s7 - General Securities Representative Examination - FINRA, Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Compensation & Benefits

Salary Range $35,568.00-$120,000.00

Travel Less than 25%

Workstyle Hybrid

The 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.

Company Values and Culture

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.

Company Overview

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren t mutually exclusive. As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James - and why they stay.