Alternative Investments Consultant

• Represent the Raymond James Private Market and Alternatives platform to financial advisors and clients
• Drive departmental sales and increase overall penetration of the advisors in the firm that are employing products and strategies offered on the AI platform
• Provide reactive and proactive phone support, as well as in person meetings with financial advisors and/or clients
• Represent AI and facilitate educational sessions at firm or department conferences
• Maintain the product knowledge required to appropriately educate advisors and clients on the various complex products and strategies available on the AI platform
• Provide balanced education on the complex products and strategies on the AI platform in a manner designed to drive sales but also consistent with the conservative nature of the firm
• Assists financial advisors in educating clients on the benefits and risks associated with the various complex products and strategies on the AI platform
• Serve as a primary point of contact for financial advisors contacting AI for product and strategy related support
• Work with External Consultants, Directors, and others to identify, schedule, and ultimately conduct face to face meetings with financial advisors to discuss opportunities available on the Alternative Investments platform
• Deliver effective presentations to large audiences that may include financial advisors, clients and other professionals
• Represent the AI platform at RJ and department conferences, recruiting “home office visits”, and client “by invitation only visits”
• Meet specific objectives related to proactively contacting financial advisors
• Initiate, develop, and lead sales and marketing campaigns that are aligned with the organizational vision and strategies for growth
• Prepares presentations for inclusion on intranet website and/or in person delivery to financial advisors and branch management
• Contribute to department wide initiatives that require team input
• Organizes, manages, and executes on objectives with minimal oversight, a strong attention to detail, a high level of professionalism, and with appropriate timeliness
• Perform other duties and responsibilities as assigned

• Bachelor’s Degree in business, finance or a related discipline and a minimum of five (5) years' experience in the financial services industry
• Existing (or an ability to quickly acquire) knowledge required to appropriately educate on the complex products and strategies offered on the Alternative Investments platform
• SIE required provided that an exemption or grandfathering cannot be applied
• Required: Series 7
• Preferred: CAIA, CFP, CFA, or MBA
• Advanced knowledge of complex products and strategies offered on the Alternative Investment platform including but not limited to Hedge Funds, Private Equity, Non-Traded REIT’s and BDC’s, Interval Funds, concentrated equity strategies
• Knowledge of competitive landscape (i.e., Alternative Investment platforms of other wealth management firms)
• Principles of banking and finance and securities industry operations
• Micro and Macro economics and their impact on investment strategies
• Financial markets, products, financial advisory function, and investment process
• MS Office applications
• Skill in identifying the needs of customers through effective questioning and listening techniques
• Skill in cultivating and maintaining effective working relationships at all levels of the organization
• Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
• Skill in preparing and delivering clear, convincing and professional sales presentations to small and large audiences
• Excellent verbal and written communication skills
• Critical thinking and problem solving sufficient to effectively analyze, research, and resolve inquiries and issues in a timely manner
• Skill in analyzing business processes and identifying process improvement opportunities
• Skill in operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
• Ability to demonstrate uncompromising adherence to ethical principles
• Ability to represent the company in a highly professional manner
• Ability to organize, prioritize, and manage tasks and projects to complete work efficiently
• Ability to provide a high level of customer service, and address and resolve escalated advisor and client issues
• Ability to use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals
• Ability to develop and maintain effective working relationships with team members, internal partners, and external parties, and promote internal team cohesiveness, cooperation, and effectiveness
• Ability to partner with other functional areas to accomplish objectives
• Ability to assimilate and prioritize strategies into operational guidelines
• Ability to work independently as well as collaboratively within a team environment
• Ability to establish clear directions and priorities

CAIA, CFP, CFA, or MBA